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
AWA
276
Arete Wealth Advisors
Illinois
$890K +$1.53K +56 +0.2%
EW
277
Evoke Wealth
California
$887K – – –
Vanguard Personalized Indexing Management
278
Vanguard Personalized Indexing Management
California
$872K – – –
CFO
279
Collective Family Office
Pennsylvania
$867K – – –
RA
280
Rise Advisors
New York
$864K +$1.92K +70 +0.2%
SMA
281
Sage Mountain Advisors
Georgia
$861K – – –
UWM
282
USAdvisors Wealth Management
Minnesota
$853K +$520 +19 +0.1%
PWLP
283
Prio Wealth Limited Partnership
Massachusetts
$845K – – –
ICG
284
InterOcean Capital Group
Tennessee
$825K +$289K +10,567 +55%
MPW
285
Monterey Private Wealth
California
$796K +$849 +31 +0.1%
BCI
286
Brinker Capital Investments
Pennsylvania
$784K +$379K +13,848 +95%
FFS
287
Founders Financial Securities
Maryland
$773K -$200K -7,289 -21%
NWMG
288
National Wealth Management Group
Ohio
$767K -$5.07K -185 -0.7%
DJSG
289
D.J. St. Germain
Massachusetts
$764K – – –
JIC
290
Johnson Investment Counsel
Ohio
$761K +$219 +8 +0%
HIG
291
Heritage Investment Group
Florida
$748K +$287K +10,500 +63%
H
292
HoyleCohen
California
$734K +$192 +7 +0%
CWM
293
CarsonAllaria Wealth Management
Illinois
$719K -$5.26K -192 -0.7%
AG
294
Ascent Group
Virginia
$719K +$31.5K +1,151 +5%
NP
295
NorthRock Partners
Minnesota
$714K – – –
DHFB
296
Dixon Hubard Feinour & Brown
Virginia
$709K +$704K +25,702 New
RPSA
297
Richard P. Slaughter Associates
Texas
$694K – – –
KA
298
Kovack Advisors
Florida
$686K – – –
PIFP
299
Partners in Financial Planning
Virginia
$677K +$96.5K +3,525 +16%
ACP
300
Aveo Capital Partners
Colorado
$670K +$665K +24,305 New