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
CSP
501
Cary Street Partners
Virginia
$4.36M +$4.36K +102 +0.1%
FCH
502
Freestone Capital Holdings
Washington
$4.35M +$472K +11,025 +13%
CWP
503
Concord Wealth Partners
Virginia
$4.35M +$373K +8,707 +10%
SF
504
Summit Financial
New Jersey
$4.31M -$73.5K -1,717 -2%
MHS
505
M Holdings Securities
Oregon
$4.28M -$8.61M -201,329 -67%
FWM
506
Forteris Wealth Management
New York
$4.25M +$18.2K +425 +0.4%
NA
507
Nautilus Advisors
California
$4.25M +$177K +4,143 +5%
OCM
508
Orion Capital Management
California
$4.19M -$31.3K -731 -0.8%
CMBA
509
C.M. Bidwell & Associates
Hawaii
$4.18M -$62.8K -1,469 -2%
IFS
510
Intelligent Financial Strategies
Minnesota
$4.17M +$1.75K +41 +0%
CSB
511
City State Bank
Iowa
$4.13M +$162K +3,784 +4%
AFA
512
Allium Financial Advisors
Oregon
$4.08M – – –
MSWM
513
Mowery & Schoenfeld Wealth Management
Illinois
$4.07M – – –
UWM
514
USAdvisors Wealth Management
Minnesota
$3.99M -$289K -6,748 -7%
AR
515
Altar Rock
New York
$3.95M +$4.62K +108 +0.1%
WP
516
Wealthspan Partners
Iowa
$3.93M +$256K +5,978 +7%
CRC
517
Curi RMB Capital
Illinois
$3.93M +$898 +21 +0%
PWMG
518
Pioneer Wealth Management Group
Texas
$3.91M -$107K -2,494 -3%
SIC
519
Samalin Investment Counsel
New York
$3.86M +$3.77K +88 +0.1%
Vanguard National Trust
520
Vanguard National Trust
Pennsylvania
$3.85M – – –
WFA
521
WestHill Financial Advisors
California
$3.84M – – –
KA
522
Kure Advisory
Minnesota
$3.81M +$17.6K +411 +0.5%
BFA
523
Buttonwood Financial Advisors
Maryland
$3.77M -$24.8K -580 -0.7%
AIS
524
Accredited Investor Services
Minnesota
$3.66M -$4.45K -104 -0.1%
2L
525
25 LLC
Missouri
$3.6M +$30.2K +706 +0.9%