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
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$1.04M +$26.4K +1,042 +3%
GTAM
377
Global Trust Asset Management
Florida
$1.03M +$12.8K +505 +1%
PMG
378
ProVise Management Group
Florida
$1M -$11.9K -471 -1%
TNBTD
379
Trustmark National Bank Trust Department
Mississippi
$997K – – –
CAM
380
Cresset Asset Management
Illinois
$994K – – –
AIP
381
Almanack Investment Partners
Pennsylvania
$984K +$978K +38,599 New
WA
382
Wealth Advisors
California
$980K -$25.7K -1,013 -3%
MIAS
383
Mason Investment Advisory Services
Virginia
$979K – – –
OPWM
384
Oakwell Private Wealth Management
Texas
$968K -$262K -10,342 -21%
LG
385
LAM Group
Oregon
$966K -$74.5K -2,942 -7%
TI
386
tru Independence
Oregon
$944K +$400K +15,776 +74%
BFP
387
Brewster Financial Planning
New York
$937K – – –
Brown Advisory
388
Brown Advisory
Maryland
$929K -$20.1K -793 -2%
ECM
389
Evergreen Capital Management
Washington
$899K – – –
FFS
390
Founders Financial Securities
Maryland
$897K -$2.74K -108 -0.3%
BCM
391
Brookstone Capital Management
Illinois
$886K – – –
CAM
392
Clark Asset Management
New Hampshire
$885K -$74.5K -2,941 -8%
SIG
393
Spinnaker Investment Group
California
$844K +$392K +15,470 +88%
SF
394
Symphony Financial
Texas
$840K -$8.38K -331 -1%
CFO
395
Collective Family Office
Pennsylvania
$835K – – –
HWA
396
Heritage Wealth Advisors
Virginia
$826K – – –
Bank of New York Mellon
397
Bank of New York Mellon
New York
$817K -$4.64K -183 -0.6%
TP
398
Tranquility Partners
Tennessee
$815K +$38.7K +1,527 +5%
RA
399
Rise Advisors
New York
$810K +$1.95K +77 +0.2%
AWM
400
Aspire Wealth Management
Massachusetts
$806K +$690K +27,223 +620%