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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
376
Intelligent Financial Strategies
Minnesota
$2.49M +$315 +10 +0%
CCA
377
Clarity Capital Advisors
Florida
$2.45M +$3.41K +108 +0.1%
MF
378
Montis Financial
Massachusetts
$2.45M -$159K -5,047 -6%
WWA
379
WCG Wealth Advisors
Nevada
$2.44M +$747K +23,672 +46%
OCM
380
Orion Capital Management
California
$2.44M +$4.16K +132 +0.2%
Envestnet Portfolio Solutions
381
Envestnet Portfolio Solutions
Illinois
$2.42M -$222K -7,030 -9%
Two Sigma Investments
382
Two Sigma Investments
New York
$2.41M +$2.36M +74,700 New
HWM
383
HFG Wealth Management
Texas
$2.4M -$471K -14,936 -17%
SFM
384
Signet Financial Management
New Jersey
$2.35M +$80.3K +2,545 +4%
BAAM
385
Baker Avenue Asset Management
California
$2.34M – – –
LCM
386
Liberty Capital Management
Michigan
$2.33M – – –
MWM
387
Marietta Wealth Management
Georgia
$2.33M – – –
Brown Advisory
388
Brown Advisory
Maryland
$2.28M +$3.25K +103 +0.1%
KCM
389
KM Capital Management
Texas
$2.28M +$6.69K +212 +0.3%
CW
390
CreativeOne Wealth
Kansas
$2.28M -$2.3M -73,058 -51%
MGW
391
MB Generational Wealth
Washington
$2.27M +$523K +16,583 +31%
VFIC
392
Valley Forge Investment Consultants
Pennsylvania
$2.21M – – –
PWS
393
Physician Wealth Solutions
Nevada
$2.19M +$600K +19,014 +39%
FFA
394
Farther Finance Advisors
California
$2.17M +$781K +24,763 +58%
AFA
395
American Financial Advisors
Georgia
$2.13M – – –
SWM
396
Seaside Wealth Management
California
$2.12M +$4.26K +135 +0.2%
M&T Bank
397
M&T Bank
New York
$2.1M -$909K -28,822 -31%
WFA
398
Woodward Financial Advisors
North Carolina
$2.09M +$2.11K +67 +0.1%
EFA
399
Edge Financial Advisors
Illinois
$2.09M +$897K +28,450 +78%
KFP
400
Keener Financial Planning
Texas
$2.02M – – –