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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
LPFG
551
Landing Point Financial Group
Ohio
$1.25M +$484K +13,952 +58%
SIA
552
SeaBridge Investment Advisors
New Jersey
$1.25M +$2.85K +82 +0.2%
MHFA
553
Mission Hills Financial Advisory
California
$1.24M +$56.4K +1,624 +5%
SRB
554
Shotwell Rutter Baer
Michigan
$1.24M -$6.7K -193 -0.5%
CWM
555
Connecticut Wealth Management
Connecticut
$1.23M -$21K -606 -2%
BFP
556
Brewster Financial Planning
New York
$1.23M – – –
LA
557
Lifeworks Advisors
Michigan
$1.23M +$4.44K +128 +0.3%
MFWP
558
Mosaic Family Wealth Partners
Missouri
$1.22M +$290K +8,365 +29%
MWM
559
MGB Wealth Management
Texas
$1.22M – – –
VWM
560
Vermillion Wealth Management
Minnesota
$1.21M -$40.6K -1,169 -3%
Vanguard Personalized Indexing Management
561
Vanguard Personalized Indexing Management
California
$1.19M – – –
DEM
562
Disciplined Equity Management
Florida
$1.19M +$6.25K +180 +0.5%
LA
563
Lane & Associates
New Jersey
$1.18M +$84.9K +2,446 +7%
FMC
564
First Merchants Corp
Indiana
$1.17M -$106K -3,065 -8%
ECM
565
Evergreen Capital Management
Washington
$1.16M – – –
KIM
566
Kestra Investment Management
Texas
$1.16M +$658K +18,968 +118%
Ameriprise
567
Ameriprise
Minnesota
$1.15M -$392K -11,291 -24%
MADFP
568
Michael A Dubis Financial Planning
Wisconsin
$1.15M – – –
WIA
569
World Investment Advisors
California
$1.15M +$25.2K +726 +2%
FWM
570
Fortress Wealth Management
California
$1.15M +$118K +3,403 +11%
KWM
571
Kingsview Wealth Management
Oregon
$1.14M +$51.2K +1,475 +4%
LG
572
LAM Group
Oregon
$1.12M – – –
LSA
573
Lion Street Advisors
Texas
$1.11M -$34.2K -985 -3%
SOS
574
Silver Oak Securities
Tennessee
$1.11M +$120K +3,469 +11%
FA
575
Fortis Advisors
Pennsylvania
$1.1M -$304K -8,758 -21%