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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Sterling Wealth Management
Illinois
$9.76M -$3.26K -81 -0%
NA
352
Note Advisors
New York
$9.73M +$153K +3,803 +2%
Citigroup
353
Citigroup
New York
$9.67M +$2.86M +70,900 +40%
BC
354
BDFS Capital
Delaware
$9.67M +$509K +12,643 +5%
SEI Investments
355
SEI Investments
Pennsylvania
$9.59M +$2.47M +61,362 +33%
HFA
356
Hippocratic Financial Advisors
California
$9.58M -$1.06M -26,264 -10%
BCM
357
Brookstone Capital Management
Illinois
$9.57M +$3.22M +79,952 +48%
CA
358
Clune & Associates
Illinois
$9.55M +$263K +6,518 +3%
FPCP
359
Fort Point Capital Partners
California
$9.42M -$152K -3,784 -2%
PFS
360
Professional Financial Solutions
Virginia
$9.3M +$416K +10,319 +5%
LA
361
Legacy Advisors
Pennsylvania
$9.26M – – –
CNC
362
Citizens & Northern Corp
Pennsylvania
$9.25M – – –
EP
363
Essential Planning
New Hampshire
$9.22M +$1.47M +36,595 +18%
SPI
364
Sutton Place Investors
New York
$9.18M +$70.3K +1,745 +0.7%
WFA
365
Websterrogers Financial Advisors
South Carolina
$9.17M -$195K -4,848 -2%
AWM
366
Arista Wealth Management
Nevada
$9.07M -$12.9K -321 -0.1%
MGW
367
MB Generational Wealth
Washington
$8.9M +$1.41M +35,064 +18%
BA
368
Bridgewater Advisors
New York
$8.86M -$65.9K -1,636 -0.8%
PAG
369
Poinciana Advisors Group
Florida
$8.81M +$96.7K +2,400 +1%
WWM
370
Woodside Wealth Management
Massachusetts
$8.57M +$16.9K +420 +0.2%
BP
371
Ballentine Partners
Massachusetts
$8.57M +$7.02M +174,262 +377%
IAG
372
Investmark Advisory Group
Connecticut
$8.55M +$9.67K +240 +0.1%
VWA
373
VSM Wealth Advisory
Maryland
$8.54M +$355K +8,822 +4%
FFP
374
Freedom Financial Partners
Minnesota
$8.47M -$40.4K -1,004 -0.5%
CA
375
CGN Advisors
Kansas
$8.25M +$8.66K +215 +0.1%