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

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
476
Kingsview Wealth Management
Oregon
$910K +$6.79K +251 +0.8%
SWM
477
Shakespeare Wealth Management
Wisconsin
$894K +$27.2K +1,006 +3%
PWLP
478
Prio Wealth Limited Partnership
Massachusetts
$885K – – –
FWA
479
FSM Wealth Advisors
Ohio
$885K +$433 +16 +0.1%
EWA
480
Elevate Wealth Advisory
Georgia
$878K +$813K +30,031 New
EFL
481
ERn Financial LLC
Wisconsin
$870K -$15.8K -584 -2%
IA
482
IFP Advisors
Florida
$857K +$152K +5,612 +24%
PIA
483
Perennial Investment Advisors
California
$830K – – –
MPW
484
Monterey Private Wealth
California
$829K +$1.35K +50 +0.2%
SWMG
485
Sard Wealth Management Group
Georgia
$823K +$762K +28,162 New
NP
486
NorthRock Partners
Minnesota
$815K – – –
JC
487
JB Capital
Connecticut
$813K +$15.6K +577 +2%
QFA
488
Quantum Financial Advisors
California
$812K +$406 +15 +0.1%
AWM
489
Aspire Wealth Management
Massachusetts
$811K -$1.27K -47 -0.2%
SFS
490
Security Financial Services
Indiana
$809K -$1.35K -50 -0.2%
DJSG
491
D.J. St. Germain
Massachusetts
$809K – – –
TSS
492
Two Sigma Securities
New York
$809K +$749K +27,687 New
LA
493
Lane & Associates
New Jersey
$808K +$109K +4,034 +17%
FFS
494
Founders Financial Securities
Maryland
$795K +$171K +6,322 +30%
ICG
495
InterOcean Capital Group
Tennessee
$793K – – –
OC
496
Oakworth Capital
Alabama
$785K – – –
DCM
497
DGS Capital Management
New Jersey
$773K – – –
HIP
498
HUB Investment Partners
Texas
$771K +$12.3K +453 +2%
FSWA
499
Financial Synergies Wealth Advisors
Texas
$752K -$8.04K -297 -0.9%
ACA
500
Affinity Capital Advisors
California
$750K – – –
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20
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