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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
601
Collective Family Office
Pennsylvania
$1.16M – – –
RWM
602
Rialto Wealth Management
New York
$1.16M -$1.2K -36 -0.1%
CPCP
603
Cedar Point Capital Partners
Iowa
$1.16M +$1.08M +32,274 New
RF
604
rebel Financial
Ohio
$1.15M +$1.07M +32,094 New
LBC
605
Lowe Brockenbrough & Co
Virginia
$1.15M – – –
CIA
606
Concurrent Investment Advisors
Florida
$1.14M +$746K +22,358 +234%
SA
607
Sanctuary Advisors
Indiana
$1.14M -$37.5K -1,125 -3%
FWA
608
FSM Wealth Advisors
Ohio
$1.13M +$26.6K +796 +3%
O3W
609
Omni 360 Wealth
New Jersey
$1.11M – – –
HPA
610
High Probability Advisors
New York
$1.1M -$1.64K -49 -0.2%
TP
611
Tranquility Partners
Tennessee
$1.1M – – –
WBG
612
Wharton Business Group
Pennsylvania
$1.09M +$1.01M +30,402 New
MA
613
Montag & Associates
Georgia
$1.08M – – –
CFG
614
Cooper Financial Group
California
$1.08M – – –
WIA
615
World Investment Advisors
California
$1.08M -$157K -4,714 -14%
Bank of New York Mellon
616
Bank of New York Mellon
New York
$1.07M – – –
NFG
617
Northeast Financial Group
Pennsylvania
$1.04M -$7.47K -224 -0.8%
JC
618
JB Capital
Connecticut
$1.04M +$2.33K +70 +0.2%
LOPW
619
Live Oak Private Wealth
North Carolina
$1.04M +$969K +29,036 New
BIG
620
Brooklyn Investment Group
New York
$1.04M +$504K +15,112 +109%
Tudor Investment Corp
621
Tudor Investment Corp
Connecticut
$1.04M +$395K +11,843 +69%
RWA
622
Resolute Wealth Advisor
Ohio
$1.03M +$888K +26,619 New
OWP
623
Obermeyer Wealth Partners
Colorado
$1.03M – – –
DI
624
Disciplined Investors
Texas
$1.02M +$1.67K +50 +0.2%
TCM
625
TruNorth Capital Management
Michigan
$1.02M – – –