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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
576
Brewster Financial Planning
New York
$1.41M – – –
MFWP
577
Mosaic Family Wealth Partners
Missouri
$1.4M +$13.4K +360 +1%
DEM
578
Disciplined Equity Management
Florida
$1.4M +$2.24K +60 +0.2%
FWM
579
Fortress Wealth Management
California
$1.4M +$59.9K +1,604 +5%
Vanguard Personalized Indexing Management
580
Vanguard Personalized Indexing Management
California
$1.4M – – –
BlackRock
581
BlackRock
New York
$1.39M +$349K +9,340 +35%
QFA
582
Quantum Financial Advisors
California
$1.37M +$149 +4 +0%
FMC
583
First Merchants Corp
Indiana
$1.37M – – –
WS
584
Wedbush Securities
California
$1.35M – – –
SOS
585
Silver Oak Securities
Tennessee
$1.35M +$23.2K +622 +2%
KWM
586
Kingsview Wealth Management
Oregon
$1.34M +$3.43K +92 +0.3%
RWM
587
Rialto Wealth Management
New York
$1.31M +$65.2K +1,747 +5%
APC
588
Aspire Private Capital
North Carolina
$1.29M +$22.5K +604 +2%
AIP
589
Almanack Investment Partners
Pennsylvania
$1.27M +$3.17K +85 +0.3%
CIA
590
Concurrent Investment Advisors
Florida
$1.27M +$37.5K +1,004 +3%
RA
591
Rise Advisors
New York
$1.26M +$3.36K +90 +0.3%
FSWA
592
Financial Synergies Wealth Advisors
Texas
$1.25M +$3.28K +88 +0.3%
HWA
593
Heritage Wealth Advisors
Virginia
$1.25M – – –
CB
594
Commerce Bank
Missouri
$1.25M – – –
CFO
595
Collective Family Office
Pennsylvania
$1.25M – – –
CPCP
596
Cedar Point Capital Partners
Iowa
$1.24M – – –
LBC
597
Lowe Brockenbrough & Co
Virginia
$1.23M – – –
FSC
598
Full Sail Capital
Oklahoma
$1.23M +$688K +18,441 +137%
RF
599
rebel Financial
Ohio
$1.23M -$1.2M -32,094 Closed
IA
600
IFP Advisors
Florida
$1.22M -$1.09M -29,196 -48%