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
CWM
526
CarsonAllaria Wealth Management
Illinois
$814K +$1.17K +37 +0.1%
CFS
527
CRA Financial Services
New Jersey
$812K – – –
RPSA
528
Richard P. Slaughter Associates
Texas
$812K – – –
PNC Financial Services Group
529
PNC Financial Services Group
Pennsylvania
$805K +$115K +3,642 +17%
DJSG
530
D.J. St. Germain
Massachusetts
$803K -$87.5K -2,776 -10%
KA
531
Kovack Advisors
Florida
$803K +$786K +24,912 New
ACC
532
Acorn Creek Capital
Colorado
$802K -$17.7K -560 -2%
CGFA
533
Colton Groome Financial Advisors
North Carolina
$801K – – –
QCM
534
QRG Capital Management
Illinois
$787K +$265K +8,395 +52%
VI
535
VanderPol Investments
Michigan
$786K -$2.97M -94,191 -79%
Bank of New York Mellon
536
Bank of New York Mellon
New York
$784K +$767K +24,332 New
MAA
537
Mraz Amerine & Associates
California
$780K -$133K -4,231 -15%
SRSA
538
S.R. Schill & Associates
Washington
$760K +$2.24K +71 +0.3%
SFS
539
Security Financial Services
Indiana
$756K -$55K -1,745 -7%
SOS
540
Silver Oak Securities
Tennessee
$753K +$195K +6,168 +36%
TFM
541
TFC Financial Management
Massachusetts
$741K +$2.18K +69 +0.3%
MPAM
542
Murphy Pohlad Asset Management
Minnesota
$726K – – –
QPWM
543
Quadrant Private Wealth Management
Pennsylvania
$721K – – –
EB
544
Emprise Bank
Kansas
$719K – – –
BAWC
545
Boyce & Associates Wealth Consulting
Texas
$714K +$18.9K +598 +3%
BB
546
Busey Bank
Illinois
$707K – – –
RWM
547
Revisor Wealth Management
Ohio
$700K -$132K -4,190 -16%
BTW
548
Boston Trust Walden
Massachusetts
$694K – – –
CSIC
549
Clifford Swan Investment Counsel
California
$687K – – –
BMD
550
Better Money Decisions
New Mexico
$685K -$10.2K -325 -2%