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
SWMG
576
Sard Wealth Management Group
Georgia
$696K +$1.85K +56 +0.3%
KAS
577
KPP Advisory Services
Kentucky
$691K -$12.2K -370 -2%
CCMG
578
Clark Capital Management Group
Pennsylvania
$690K +$15.5K +468 +2%
AR
579
Apeiron RIA
Texas
$686K – – –
CWS
580
Confluence Wealth Services
Pennsylvania
$684K +$56.6K +1,714 +9%
FF
581
Francis Financial
$676K – – –
RWP
582
RWA Wealth Partners
Massachusetts
$669K +$144K +4,352 +29%
JIC
583
Johnson Investment Counsel
Ohio
$656K – – –
PS
584
Principal Securities
Iowa
$656K +$617K +18,675 +4,086%
KP
585
Keel Point
Alabama
$651K – – –
SEIA
586
Signature Estate & Investment Advisors
California
$651K +$1.25K +38 +0.2%
SPA
587
Shore Point Advisors
New Jersey
$644K +$620K +18,779 New
TA
588
TFB Advisors
Kansas
$643K -$7.7K -233 -1%
CT
589
Colonial Trust
South Carolina
$637K – – –
Jones Financial Companies
590
Jones Financial Companies
Missouri
$632K +$510K +15,441 +507%
TT
591
TI-Trust
Illinois
$631K – – –
SRC
592
Sage Rhino Capital
California
$629K -$8.92K -270 -1%
PFPT
593
Pinnacle Financial Partners (Tennessee)
Tennessee
$628K – – –
CCIA
594
Cherry Creek Investment Advisors
Colorado
$623K – – –
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$620K +$47.2K +1,428 +9%
GWM
596
Gibbs Wealth Management
Georgia
$616K -$37.8K -1,143 -6%
MHS
597
M Holdings Securities
Oregon
$615K – – –
BP
598
BBR Partners
New York
$613K +$892 +27 +0.2%
DWM
599
Destination Wealth Management
California
$605K +$48.3K +1,462 +9%
Natixis Advisors
600
Natixis Advisors
Massachusetts
$599K -$31K -938 -5%