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
SPC
626
Sigma Planning Corp
Michigan
$440K -$271K -8,594 -39%
NW
627
NewEdge Wealth
Pennsylvania
$434K – – –
FFA
628
First Foundation Advisors
California
$434K -$284K -9,000 -40%
CTC
629
Central Trust Company
Missouri
$434K -$5.08K -161 -1%
AG
630
Ascent Group
Virginia
$432K -$128K -4,073 -23%
DWP
631
Destiny Wealth Partners
Florida
$430K – – –
MFT
632
Moisand Fitzgerald Tamayo
Florida
$423K +$5.2K +165 +1%
KC
633
Kingfisher Capital
North Carolina
$423K +$414K +13,134 New
CAM
634
CPA Asset Management
Florida
$421K -$135K -4,277 -25%
MWM
635
Modern Wealth Management
Kansas
$413K +$404K +12,805 New
KWS
636
Keystone Wealth Services
California
$409K – – –
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$405K +$1.2K +38 +0.3%
EFP
638
EnRich Financial Partners
Wisconsin
$402K -$84.2K -2,670 -18%
Empower Advisory Group
639
Empower Advisory Group
Colorado
$400K – – –
BCM
640
Blume Capital Management
California
$400K -$3.15K -100 -0.8%
BRWA
641
B. Riley Wealth Advisors
Florida
$396K -$14.9K -472 -4%
RF
642
Robinswood Financial
Washington
$392K +$95 +3 +0%
VF
643
Vista Finance
Missouri
$387K – – –
SFC
644
SYM Financial Corp
Indiana
$385K – – –
IF
645
Intrua Financial
Texas
$384K – – –
CIC
646
Cutler Investment Counsel
Oregon
$384K – – –
RIS
647
Retirement Income Solutions
Michigan
$384K -$103K -3,259 -21%
ECM
648
Exchange Capital Management
Michigan
$383K -$110K -3,485 -23%
EGWAG
649
Elwood & Goetz Wealth Advisory Group
Georgia
$374K -$27.8K -882 -7%
BAM
650
BOS Asset Management
Illinois
$371K +$9.9K +314 +3%