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
CT
576
Colonial Trust
South Carolina
$599K – – –
TT
577
TI-Trust
Illinois
$593K – – –
Natixis Advisors
578
Natixis Advisors
Massachusetts
$593K +$128K +4,049 +28%
PFPT
579
Pinnacle Financial Partners (Tennessee)
Tennessee
$590K – – –
CWS
580
Confluence Wealth Services
Pennsylvania
$588K +$80.2K +2,542 +16%
FA
581
FSA Advisors
Michigan
$587K – – –
CCIA
582
Cherry Creek Investment Advisors
Colorado
$585K – – –
MHS
583
M Holdings Securities
Oregon
$579K – – –
PFS
584
Prospera Financial Services
Texas
$577K +$159K +5,045 +39%
BP
585
BBR Partners
New York
$576K +$883 +28 +0.2%
FVWA
586
Foster Victor Wealth Advisors
South Carolina
$573K +$1.58K +50 +0.3%
ATC
587
Argent Trust Co
Tennessee
$562K +$176K +5,578 +47%
NWMG
588
National Wealth Management Group
Ohio
$550K -$41.2K -1,307 -7%
HWM
589
HB Wealth Management
Georgia
$546K -$55.2K -1,750 -9%
PFA
590
Pettinga Financial Advisors
Indiana
$546K – – –
R
591
Rebalance
California
$542K – – –
EF
592
Exeter Financial
Arizona
$539K +$473 +15 +0.1%
EA
593
Evolution Advisers
Virginia
$537K – – –
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$537K -$90.6K -2,872 -15%
WA
595
WBH Advisory
Maryland
$531K – – –
SAI
596
Savvy Advisors Inc
New York
$530K +$122K +3,883 +31%
BWP
597
Balboa Wealth Partners
Arizona
$528K – – –
S
598
SignatureFD
Georgia
$523K – – –
DWM
599
Destination Wealth Management
California
$522K – – –
FIA
600
Foundations Investment Advisors
Arizona
$519K +$68.9K +2,186 +16%