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
CWM
626
CarsonAllaria Wealth Management
Illinois
$853K -$17K -484 -2%
BTWM
627
Baker Tilly Wealth Management
Wisconsin
$843K +$858K +24,364 New
BTI
628
Blue Trust Inc
Georgia
$836K -$7.36K -209 -0.9%
S4W
629
Solutions 4 Wealth
Texas
$828K -$17.1K -486 -2%
DJSG
630
D.J. St. Germain
Massachusetts
$825K -$37.8K -1,074 -4%
SRSA
631
S.R. Schill & Associates
Washington
$820K +$2.4K +68 +0.3%
CC
632
Citrine Capital
California
$818K +$833K +23,661 New
ACS
633
Archford Capital Strategies
Illinois
$808K +$823K +23,366 New
EWA
634
Elevate Wealth Advisory
Georgia
$808K -$27.1K -769 -3%
ATPW
635
Ashton Thomas Private Wealth
Arizona
$800K -$10.4K -296 -1%
GCA
636
Gradient Capital Advisors
California
$796K +$19.5K +553 +2%
BFA
637
Beacon Financial Advisory
Ohio
$788K +$33.9K +962 +4%
EFP
638
Elser Financial Planning
Indiana
$786K +$800K +22,730 New
VI
639
VanderPol Investments
Michigan
$785K -$59.3K -1,685 -7%
MFG
640
Mendota Financial Group
Wisconsin
$781K -$225K -6,392 -22%
Empower Advisory Group
641
Empower Advisory Group
Colorado
$779K +$317K +8,988 +66%
MPAM
642
Murphy Pohlad Asset Management
Minnesota
$778K – – –
BAWC
643
Boyce & Associates Wealth Consulting
Texas
$775K +$5.32K +151 +0.7%
QPWM
644
Quadrant Private Wealth Management
Pennsylvania
$774K – – –
HFS
645
Hopwood Financial Services
Virginia
$774K +$788K +22,370 New
SEIA
646
Signature Estate & Investment Advisors
California
$771K +$116K +3,301 +17%
SFS
647
Security Financial Services
Indiana
$758K -$51K -1,448 -6%
BB
648
Busey Bank
Illinois
$758K – – –
FTUS
649
Flow Traders U.S.
New York
$746K +$759K +21,565 New
BTW
650
Boston Trust Walden
Massachusetts
$745K – – –