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
EA
576
Evolution Advisers
Virginia
$533K – – –
BFA
577
Beacon Financial Advisory
Ohio
$531K +$21.6K +717 +5%
FVWA
578
Foster Victor Wealth Advisors
South Carolina
$529K +$1.06K +35 +0.2%
FG
579
Foster Group
Iowa
$527K -$79.5K -2,634 -14%
WA
580
WBH Advisory
Maryland
$526K – – –
BWP
581
Balboa Wealth Partners
Arizona
$524K – – –
EF
582
Exeter Financial
Arizona
$522K +$45K +1,490 +10%
S
583
SignatureFD
Georgia
$518K -$9.84K -326 -2%
DWM
584
Destination Wealth Management
California
$517K – – –
AAS
585
Ameritas Advisory Services
Nebraska
$517K +$505K +16,721 New
QCM
586
QRG Capital Management
Illinois
$512K +$276K +9,144 +133%
JHCP
587
Jackson Hole Capital Partners
Oklahoma
$510K – – –
JFGLC
588
Johnson Financial Group LLC (Colorado)
Colorado
$509K – – –
MC
589
Moors & Cabot
Massachusetts
$507K +$5.43K +180 +1%
BIA
590
Bell Investment Advisors
California
$504K – – –
TF
591
Threadgill Financial
Texas
$502K +$474K +15,705 New
CWS
592
Confluence Wealth Services
Pennsylvania
$502K +$161K +5,341 +52%
MFG
593
Magnus Financial Group
New York
$500K +$966 +32 +0.2%
AWM
594
Accel Wealth Management
Iowa
$498K – – –
Kovitz Investment Group Partners
595
Kovitz Investment Group Partners
Illinois
$493K +$117K +3,868 +33%
ECM
596
Exchange Capital Management
Michigan
$491K – – –
C
597
Certuity
Florida
$491K +$272 +9 +0.1%
PCA
598
Providence Capital Advisors
North Carolina
$486K – – –
RWP
599
RWA Wealth Partners
Massachusetts
$484K – – –
RIS
600
Retirement Income Solutions
Michigan
$484K – – –