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
RCM
326
RB Capital Management
Nevada
$1.34M -$16.2K -667 -1%
SWM
327
Sanctuary Wealth Management
Idaho
$1.32M +$142K +5,825 +12%
MWM
328
Mattern Wealth Management
Kansas
$1.32M -$271K -11,131 -17%
Wolverine Trading
329
Wolverine Trading
Illinois
$1.31M +$1.32M +54,122 New
WFA
330
Woodward Financial Advisors
North Carolina
$1.3M -$389 -16 -0%
LFG
331
Larson Financial Group
Missouri
$1.29M -$80.8K -3,320 -6%
ZIM
332
Zacks Investment Management
Illinois
$1.27M +$68.1K +2,798 +6%
PWMG
333
Pioneer Wealth Management Group
Texas
$1.23M +$1.23M +50,521 New
SFS
334
Security Financial Services
Indiana
$1.23M +$1.23M +50,516 New
SWP
335
Strategic Wealth Partners
Ohio
$1.21M – – –
Financial Engines Advisors
336
Financial Engines Advisors
California
$1.2M -$293K -12,054 -20%
Wells Fargo
337
Wells Fargo
California
$1.2M +$102K +4,211 +9%
MA
338
MJP Associates
Connecticut
$1.19M +$1.22K +50 +0.1%
M&T Bank
339
M&T Bank
New York
$1.18M -$66.9K -2,750 -5%
BCP
340
Blue Chip Partners
Michigan
$1.18M +$6.13K +252 +0.5%
OPWM
341
Oakwell Private Wealth Management
Texas
$1.17M – – –
DW
342
Domani Wealth
Pennsylvania
$1.17M +$36K +1,480 +3%
Northern Trust
343
Northern Trust
Illinois
$1.16M -$303K -12,442 -21%
KPWS
344
Kestra Private Wealth Services
Texas
$1.15M -$162K -6,664 -12%
FMC
345
First Merchants Corp
Indiana
$1.14M +$1.15M +47,110 New
JCM
346
Jacobi Capital Management
Pennsylvania
$1.14M -$699K -28,736 -38%
BP
347
Ballentine Partners
Massachusetts
$1.12M – – –
Goldman Sachs
348
Goldman Sachs
New York
$1.1M -$3.89M -159,774 -78%
AWS
349
Atria Wealth Solutions
New York
$1.09M +$176K +7,223 +19%
US Bancorp
350
US Bancorp
Minnesota
$1.09M +$45.8K +1,882 +4%