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
ML
626
McAdam LLC
Pennsylvania
$221K – – –
IGWM
627
ICA Group Wealth Management
Colorado
$221K -$10.1K -370 -4%
KFAA
628
Klaas Financial Asset Advisors
Illinois
$219K – – –
SFS
629
Summit Financial Strategies
Ohio
$216K – – –
SAM
630
Synergy Asset Management
Washington
$215K +$224K +8,210 New
HBT
631
Hills Bank & Trust
Iowa
$213K -$5.46K -200 -2%
BAM
632
BOS Asset Management
Illinois
$211K +$220K +8,070 New
MSFS
633
Main Street Financial Solutions
Pennsylvania
$208K – – –
CA
634
Clearstead Advisors
Ohio
$206K – – –
WA
635
Waddell & Associates
Tennessee
$205K – – –
LEFP
636
Leading Edge Financial Planning
Tennessee
$205K -$8.16K -299 -4%
NPP
637
New Potomac Partners
Maryland
$204K – – –
LC
638
Lincoln Capital
Nebraska
$203K – – –
HGERS
639
Householder Group Estate & Retirement Specialist
Arizona
$199K +$207K +7,590 New
MJRIC
640
Mogy Joel R Investment Counsel
California
$193K – – –
PMFA
641
Plante Moran Financial Advisors
Michigan
$184K – – –
AAG
642
Armstrong Advisory Group
Massachusetts
$180K -$281K -10,289 -60%
LC
643
Lindbrook Capital
California
$179K – – –
RBC
644
Roble Belko & Company
Pennsylvania
$170K – – –
NMG
645
New Millennium Group
Utah
$167K +$628 +23 +0.4%
Qube Research & Technologies (QRT)
646
Qube Research & Technologies (QRT)
United Kingdom
$166K +$173K +6,353 New
BC
647
Bartlett & Co
Ohio
$164K – – –
BCWM
648
Bartlett & Co Wealth Management
Ohio
$164K – – –
TIM
649
Thompson Investment Management
Wisconsin
$146K – – –
OA
650
Operose Advisors
Wisconsin
$146K – – –