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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
276
Vestia Personal Wealth Advisors
Indiana
$18M +$1.22M +31,182 +7%
SFA
277
Sequoia Financial Advisors
Ohio
$18M -$10.8K -276 -0.1%
KMWM
278
Keudell/Morrison Wealth Management
Oregon
$17.9M +$17.6M +452,125 New
AWA
279
Acorn Wealth Advisors
Michigan
$17.7M +$7.69M +197,115 +79%
TIAM2
280
Tru Independence Asset Management 2
Oregon
$17.7M +$693K +17,753 +4%
PA
281
PW Advisors
Florida
$17.4M +$17.1M +438,998 New
RFP
282
Root Financial Partners
California
$16.9M -$3.3M -84,461 -17%
EP
283
E6 Portfolios
Utah
$16.8M +$16.6M +424,818 New
PCIA
284
Prime Capital Investment Advisors
Kansas
$16.8M +$1.06M +27,246 +7%
CCA
285
Cravens & Co Advisors
Tennessee
$16.7M +$311K +7,976 +2%
EF
286
Entrust Financial
Pennsylvania
$16.6M +$16.4M +419,537 New
RWM
287
Riverchase Wealth Management
Texas
$16.6M -$138K -3,536 -0.8%
FWP
288
Firethorn Wealth Partners
Georgia
$16.1M +$18K +460 +0.1%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$15.9M -$4.5M -115,359 -22%
SOAG
290
Silver Oak Advisory Group
Oregon
$15.9M +$98.5K +2,523 +0.6%
DWA
291
Delap Wealth Advisory
Oregon
$15.8M -$348K -8,919 -2%
SWG
292
Summit Wealth Group
Vermont
$15.6M -$223K -5,721 -1%
Bessemer Group
293
Bessemer Group
New Jersey
$15.6M +$14.8M +379,926 +2,691%
CWMA
294
Capstone Wealth Management (Alabama)
Alabama
$15.5M -$17.7K -453 -0.1%
VT
295
Vise Technologies
New York
$15.5M +$14.4M +369,067 +1,668%
SCA
296
Sensenig Capital Advisors
Pennsylvania
$15.4M +$15.2M +390,151 New
RFC
297
Regions Financial Corp
Alabama
$15.4M -$45.5K -1,166 -0.3%
MGIA
298
Moneta Group Investment Advisors
Missouri
$15M +$744K +19,056 +5%
FOA
299
Five Oceans Advisors
California
$14.9M +$63.7K +1,633 +0.4%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$14.7M +$1.69M +43,251 +13%