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

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
501
National Wealth Management Group
Ohio
$738K -$54.2K -2,004 -7%
CFS
502
CRA Financial Services
New Jersey
$736K – – –
RPSA
503
Richard P. Slaughter Associates
Texas
$736K – – –
CWM
504
CarsonAllaria Wealth Management
Illinois
$736K -$2.19K -81 -0.3%
RWM
505
Revisor Wealth Management
Ohio
$729K +$149K +5,503 +28%
KA
506
Kovack Advisors
Florida
$728K +$27 +1 +0%
CGFA
507
Colton Groome Financial Advisors
North Carolina
$726K +$672K +24,838 New
AWM
508
Arista Wealth Management
Nevada
$726K +$3.38K +125 +0.5%
LSA
509
Lion Street Advisors
Texas
$719K -$7.96K -294 -1%
ACC
510
Acorn Creek Capital
Colorado
$719K +$665K +24,594 New
NAM
511
NorthCrest Asset Manangement
Minnesota
$710K – – –
CG
512
Caprock Group
Idaho
$686K +$204K +7,523 +47%
SRSA
513
S.R. Schill & Associates
Washington
$685K – – –
TFM
514
TFC Financial Management
Massachusetts
$669K +$2.22K +82 +0.4%
MPAM
515
Murphy Pohlad Asset Management
Minnesota
$658K – – –
BMD
516
Better Money Decisions
New Mexico
$657K +$1.87K +69 +0.3%
FFA
517
First Foundation Advisors
California
$656K – – –
QPWM
518
Quadrant Private Wealth Management
Pennsylvania
$654K – – –
FWM
519
Fortress Wealth Management
California
$653K +$99.7K +3,683 +20%
CPCM
520
Cardinal Point Capital Management
Ontario, Canada
$647K – – –
BB
521
Busey Bank
Illinois
$641K – – –
BTW
522
Boston Trust Walden
Massachusetts
$630K – – –
PIFP
523
Partners in Financial Planning
Virginia
$627K +$1.62K +60 +0.3%
MFWP
524
Mosaic Family Wealth Partners
Missouri
$626K +$81 +3 +0%
CSIC
525
Clifford Swan Investment Counsel
California
$623K -$3.79K -140 -0.7%
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