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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
Symphony Financial
Texas
$787K +$2.76K +109 +0.3%
AWA
327
Arete Wealth Advisors
Illinois
$756K +$4.56K +180 +0.6%
HWA
328
Heritage Wealth Advisors
Virginia
$755K – – –
EW
329
Evoke Wealth
California
$749K – – –
Vanguard Personalized Indexing Management
330
Vanguard Personalized Indexing Management
California
$737K – – –
UWM
331
USAdvisors Wealth Management
Minnesota
$734K +$14.3K +565 +2%
CFO
332
Collective Family Office
Pennsylvania
$732K – – –
RA
333
Rise Advisors
New York
$732K +$2.99K +118 +0.4%
SMA
334
Sage Mountain Advisors
Georgia
$727K – – –
QFA
335
Quantum Financial Advisors
California
$718K +$703K +27,771 New
FSWA
336
Financial Synergies Wealth Advisors
Texas
$715K +$777K +30,700 New
PWLP
337
Prio Wealth Limited Partnership
Massachusetts
$714K – – –
TP
338
Tranquility Partners
Tennessee
$710K +$262K +10,363 +52%
BFA
339
Beacon Financial Advisory
Ohio
$704K +$766K +30,235 New
PIA
340
Perennial Investment Advisors
California
$694K +$754K +29,783 New
AG
341
Ascent Group
Virginia
$692K +$28.7K +1,134 +4%
HIG
342
Heritage Investment Group
Florida
$688K +$61.4K +2,425 +9%
MPW
343
Monterey Private Wealth
California
$663K +$1.37K +54 +0.2%
PIFP
344
Partners in Financial Planning
Virginia
$652K +$1.04K +41 +0.2%
BMD
345
Better Money Decisions
New Mexico
$646K +$87.9K +3,471 +14%
RF
346
Resolute Financial
Massachusetts
$646K +$702K +27,732 New
DJSG
347
D.J. St. Germain
Massachusetts
$645K – – –
NWMG
348
National Wealth Management Group
Ohio
$642K -$5.72K -226 -0.8%
JIC
349
Johnson Investment Counsel
Ohio
$642K -$1.42K -56 -0.2%
GTAM
350
Global Trust Asset Management
Florida
$637K +$692K +27,338 +273,380%