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
EW
401
Evoke Wealth
California
$697K -$24.3K -1,000 -3%
PIA
402
Perennial Investment Advisors
California
$694K -$40.1K -1,649 -5%
MPW
403
Monterey Private Wealth
California
$694K +$1.29K +53 +0.2%
NP
404
NorthRock Partners
Minnesota
$677K – – –
QFA
405
Quantum Financial Advisors
California
$674K – – –
BMD
406
Better Money Decisions
New Mexico
$673K +$413 +17 +0.1%
NWMG
407
National Wealth Management Group
Ohio
$671K +$827 +34 +0.1%
HIP
408
HUB Investment Partners
Texas
$671K -$76.2K -3,134 -10%
ICG
409
InterOcean Capital Group
Tennessee
$659K – – –
AG
410
Ascent Group
Virginia
$657K +$11.3K +464 +2%
CSB
411
City State Bank
Iowa
$655K +$125K +5,145 +24%
Bessemer Group
412
Bessemer Group
New Jersey
$647K +$366K +15,030 +129%
CWM
413
CarsonAllaria Wealth Management
Illinois
$627K +$3.21K +132 +0.5%
ACA
414
Affinity Capital Advisors
California
$623K – – –
PIFP
415
Partners in Financial Planning
Virginia
$622K -$5.42K -223 -0.9%
JIC
416
Johnson Investment Counsel
Ohio
$616K -$11.8K -486 -2%
CFS
417
CRA Financial Services
New Jersey
$612K – – –
RPSA
418
Richard P. Slaughter Associates
Texas
$612K – – –
FAT
419
First American Trust
California
$609K – – –
SWM
420
Shakespeare Wealth Management
Wisconsin
$606K +$1.92K +79 +0.3%
KA
421
Kovack Advisors
Florida
$605K -$11.7K -483 -2%
3LCM
422
3D/L Capital Management
Connecticut
$574K +$21.1K +867 +4%
SRSA
423
S.R. Schill & Associates
Washington
$569K – – –
Susquehanna International Group
424
Susquehanna International Group
Pennsylvania
$563K -$3.3M -135,749 -85%
CI
425
CX Institutional
Indiana
$550K +$233K +9,592 +74%