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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
576
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.25M – – –
Bank of New York Mellon
577
Bank of New York Mellon
New York
$2.24M +$1.06M +26,196 +83%
SA
578
Stolz & Associates
Washington
$2.23M -$153K -3,800 -7%
AWA
579
Aquire Wealth Advisors
Utah
$2.22M – – –
RG
580
RHL Group
Michigan
$2.2M +$1.3M +32,219 +132%
LFG
581
Larson Financial Group
Missouri
$2.17M +$3.38K +84 +0.2%
SI
582
Stirlingshire Investments
New York
$2.17M +$151K +3,760 +7%
SAW
583
Signal Advisors Wealth
Michigan
$2.14M +$887K +22,019 +67%
SWP
584
Strategic Wealth Partners
Ohio
$2.12M +$201 +5 +0%
Natixis Advisors
585
Natixis Advisors
Massachusetts
$2.1M +$385K +9,547 +21%
GOCP
586
Great Oak Capital Partners
Massachusetts
$2.08M -$9.79K -243 -0.5%
KFAS
587
Keating Financial Advisory Services
Kansas
$2.07M -$58.3K -1,447 -3%
WWA
588
WCG Wealth Advisors
Nevada
$2.06M -$89.8K -2,230 -4%
AFA
589
American Financial Advisors
Georgia
$2.04M +$5.36K +133 +0.3%
PFBT
590
Parkside Financial Bank & Trust
Missouri
$2.04M -$43.6K -1,082 -2%
AO
591
Advisor OS
Illinois
$2.03M +$1.41K +35 +0.1%
MA
592
MJP Associates
Connecticut
$2.03M +$1.41K +35 +0.1%
CIM
593
Capital Investment Management
Missouri
$2.01M -$10.8K -268 -0.5%
CCA
594
Cadent Capital Advisors
Oklahoma
$2.01M – – –
NL
595
NorthAvenue LLC
Ohio
$2M -$106K -2,633 -5%
SWM
596
Shakespeare Wealth Management
Wisconsin
$1.99M +$54.7K +1,357 +3%
CPC
597
Cookson Peirce & Co
Pennsylvania
$1.98M -$5.12K -127 -0.2%
CCWM
598
Cassaday & Co Wealth Management
Virginia
$1.98M – – –
SB
599
Strategic Blueprint
Georgia
$1.96M -$14.7K -365 -0.7%
BHWM
600
Beaird Harris Wealth Management
Texas
$1.93M +$3.87K +96 +0.2%