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
SHGA
351
Sand Hill Global Advisors
California
$548K – – –
EA
352
Evolution Advisers
Virginia
$545K +$531K +18,817 New
Bank of New York Mellon
353
Bank of New York Mellon
New York
$544K -$395 -14 -0.1%
GI
354
Gradient Investments
Minnesota
$538K – – –
PCA
355
Providence Capital Advisors
North Carolina
$535K -$66.2K -2,345 -11%
S
356
SignatureFD
Georgia
$531K – – –
CA
357
Continuum Advisory
Idaho
$522K +$1.55K +55 +0.3%
FWM
358
Fortress Wealth Management
California
$518K +$505K +17,897 New
JFGLC
359
Johnson Financial Group LLC (Colorado)
Colorado
$516K – – –
RCG
360
Resource Consulting Group
Florida
$515K +$502K +17,774 New
ARIS
361
Advanced Research Investment Solutions
California
$487K – – –
HIG
362
Heritage Investment Group
Florida
$481K +$469K +16,608 New
PFPT
363
Pinnacle Financial Partners (Tennessee)
Tennessee
$478K -$5.62K -199 -1%
FVWA
364
Foster Victor Wealth Advisors
South Carolina
$472K +$1.86K +66 +0.4%
FFA
365
First Foundation Advisors
California
$464K – – –
JHCP
366
Jackson Hole Capital Partners
Oklahoma
$463K – – –
BIA
367
Bell Investment Advisors
California
$457K – – –
MSFS
368
Main Street Financial Solutions
Pennsylvania
$453K +$1.67K +59 +0.4%
Baird Financial Group
369
Baird Financial Group
Wisconsin
$448K +$54.4K +1,927 +14%
TP
370
Tranquility Partners
Tennessee
$440K +$15.1K +534 +4%
RWA
371
Ropes Wealth Advisors
Massachusetts
$439K – – –
BCI
372
Brinker Capital Investments
Pennsylvania
$422K +$47.4K +1,680 +13%
WTA
373
Washington Trust Advisors
Massachusetts
$421K +$410K +14,546 New
LFG
374
Lockerman Financial Group
California
$420K +$409K +14,481 New
VA
375
Valmark Advisers
Ohio
$415K +$405K +14,340 New