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U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
MGB Wealth Management
Texas
$1.29M +$1.19M +43,915 New
SPIA
427
Steward Partners Investment Advisory
New York
$1.29M +$616K +22,775 +107%
MGW
428
MB Generational Wealth
Washington
$1.29M +$1.19M +44,053 New
FIM
429
Freedom Investment Management
Connecticut
$1.28M +$1.19M +43,845 New
IC
430
IEQ Capital
California
$1.27M +$4.19K +155 +0.4%
GTAM
431
Global Trust Asset Management
Florida
$1.25M +$16K +591 +1%
IFG
432
Independent Financial Group
California
$1.23M +$866K +32,008 +319%
SAM
433
Silvercrest Asset Management
New York
$1.22M – – –
FA
434
Fortis Advisors
Pennsylvania
$1.22M +$3.95K +146 +0.4%
SRB
435
Shotwell Rutter Baer
Michigan
$1.21M +$1.13M +41,790 New
PFBT
436
Parkside Financial Bank & Trust
Missouri
$1.21M -$252K -9,325 -18%
FCG
437
Fielder Capital Group
Tennessee
$1.21M +$1.12M +41,287 New
CCM
438
Coldstream Capital Management
Washington
$1.2M – – –
OPWM
439
Oakwell Private Wealth Management
Texas
$1.19M -$10.5K -387 -0.9%
CA
440
Cetera Advisors
Colorado
$1.16M -$238K -8,798 -18%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$1.16M +$54 +2 +0%
TNBTD
442
Trustmark National Bank Trust Department
Mississippi
$1.14M – – –
JWCA
443
J.W. Cole Advisors
Florida
$1.14M +$1.06M +39,065 New
FMC
444
First Merchants Corp
Indiana
$1.12M – – –
MIAS
445
Mason Investment Advisory Services
Virginia
$1.12M – – –
PMG
446
ProVise Management Group
Florida
$1.12M +$3.22K +119 +0.3%
BFP
447
Brewster Financial Planning
New York
$1.11M – – –
WS
448
Wedbush Securities
California
$1.11M – – –
CWM
449
Connecticut Wealth Management
Connecticut
$1.08M – – –
CW
450
CreativeOne Wealth
Kansas
$1.07M +$144K +5,336 +17%
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18
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