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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
H
426
HoyleCohen
California
$548K +$268 +11 +0%
MPAM
427
Murphy Pohlad Asset Management
Minnesota
$546K – – –
VVP
428
Venture Visionary Partners
Ohio
$545K -$546K -22,452 -50%
QPWM
429
Quadrant Private Wealth Management
Pennsylvania
$543K +$544K +22,372 New
W
430
WealthOne
New York
$540K – – –
VWA
431
V Wealth Advisors
Kansas
$536K -$1.07M -43,914 -67%
PWM
432
PRW Wealth Management
Massachusetts
$528K +$120K +4,928 +38%
FFA
433
Farther Finance Advisors
California
$525K +$526K +21,617 New
BTW
434
Boston Trust Walden
Massachusetts
$523K – – –
CSIC
435
Clifford Swan Investment Counsel
California
$521K +$522K +21,451 New
TI
436
tru Independence
Oregon
$516K +$517K +21,256 New
SPP
437
Single Point Partners
Massachusetts
$509K +$510K +20,969 New
MFA
438
Morling Financial Advisors
California
$502K -$6.42K -264 -1%
DWT
439
Dorsey & Whitney Trust
South Dakota
$501K – – –
CWA
440
Clarus Wealth Advisors
Arizona
$498K -$1.09M -44,647 -69%
CBFP
441
Cedar Brook Financial Partners
Ohio
$495K -$89.9K -3,697 -15%
WEPOG
442
Wealth Enhancement & Preservation of GA
Georgia
$494K +$2.53K +104 +0.5%
GI
443
Gradient Investments
Minnesota
$494K – – –
ACP
444
Aviance Capital Partners
Florida
$491K +$66.4K +2,731 +16%
AR
445
Apeiron RIA
Texas
$490K +$491K +20,170 New
TT
446
TI-Trust
Illinois
$486K – – –
FG
447
Foster Group
Iowa
$475K -$21.5K -884 -4%
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$471K – – –
PFBT
449
Parkside Financial Bank & Trust
Missouri
$470K +$238K +9,784 +102%
SRC
450
Sage Rhino Capital
California
$470K +$7.13K +293 +2%