We are live on ! Find out more
DFAC icon

U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$22.9M -$585K -14,980 -3%
OCA
252
Optimus Capital Advisors
Texas
$22.5M +$22.1M +567,340 New
LFGO
253
Legacy Financial Group (Oklahoma)
Oklahoma
$22M -$168K -4,309 -0.8%
PWP
254
Parkwoods Wealth Partners
New York
$21.8M +$1.01M +25,830 +5%
SRCM
255
Signature Resources Capital Management
California
$21.8M +$1.14M +29,095 +6%
CSW
256
Cogent Strategic Wealth
Illinois
$21.7M +$20.8M +533,715 New
HKIMG
257
Hutchens & Kramer Investment Management Group
Indiana
$21.5M -$514K -13,169 -2%
PFG
258
Pinnacle Financial Group
Illinois
$21.5M +$253K +6,478 +1%
PGFG
259
Pine Grove Financial Group
Minnesota
$21.4M +$21.1M +539,324 New
VWA
260
Vistica Wealth Advisors
California
$21.2M +$20.9M +535,865 New
KCA
261
Kilner Capital Advisors
Maryland
$21M +$20.7M +530,877 New
VWA
262
Visionary Wealth Advisors
Illinois
$21M +$2.17M +55,508 +12%
MFG
263
Merit Financial Group
Georgia
$20.9M -$1.64M -41,951 -7%
SC
264
Schubert & Co
Texas
$20.8M +$1.12M +28,818 +6%
HIGP
265
Hill Investment Group Partners
Missouri
$20.4M -$3.61M -92,454 -15%
TI
266
tru Independence
Oregon
$20.1M +$1.08M +27,770 +6%
ARA
267
Approach Retirement Advisors
Alabama
$20.1M +$19.8M +506,806 New
Morgan Stanley
268
Morgan Stanley
New York
$20M -$1.11M -28,533 -5%
TW
269
Trajan Wealth
Arizona
$19.8M -$627K -16,066 -3%
JWM
270
JDH Wealth Management
California
$19.7M +$5.7K +146 +0%
Stifel Financial
271
Stifel Financial
Missouri
$19.3M +$1.44M +36,867 +8%
KCWM
272
Kane Co Wealth Management
Iowa
$19.1M +$18.9M +483,347 New
DWM
273
Daner Wealth Management
Georgia
$19M -$123K -3,141 -0.7%
CFO
274
CVA Family Office
Colorado
$18.6M +$90.7K +2,324 +0.5%
SW
275
Simplicity Wealth
New Jersey
$18.5M -$394K -10,092 -2%