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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
DEM
626
Disciplined Equity Management
Florida
$1.55M +$110K +2,820 +8%
TNBTD
627
Trustmark National Bank Trust Department
Mississippi
$1.55M – – –
WAG
628
Wilkerson Advisory Group
Missouri
$1.55M +$1.52M +39,057 New
PA
629
Probity Advisors
Texas
$1.54M – – –
MIAS
630
Mason Investment Advisory Services
Virginia
$1.54M -$9.02K -231 -0.6%
ECM
631
Evergreen Capital Management
Washington
$1.54M – – –
SCTC
632
Sanibel Captiva Trust Company
Florida
$1.53M – – –
AIM
633
Archer Investment Management
Texas
$1.52M -$381K -9,760 -20%
SSW
634
Stone Summit Wealth
Florida
$1.51M -$92.1K -2,359 -6%
LA
635
Lifeworks Advisors
Michigan
$1.49M +$12.9K +330 +0.9%
PWC
636
Pathfinder Wealth Consulting
North Carolina
$1.49M +$1.47M +37,608 New
SIA
637
SeaBridge Investment Advisors
New Jersey
$1.49M -$19.2K -493 -1%
CWM
638
Connecticut Wealth Management
Connecticut
$1.48M – – –
AFA
639
Avant Financial Advisors
Texas
$1.48M -$9.76K -250 -0.7%
UF
640
Univest Financial
Pennsylvania
$1.46M – – –
VWM
641
Vermillion Wealth Management
Minnesota
$1.44M -$17.1K -439 -1%
MFWP
642
Mosaic Family Wealth Partners
Missouri
$1.43M -$8.39K -215 -0.6%
Vanguard Personalized Indexing Management
643
Vanguard Personalized Indexing Management
California
$1.43M – – –
SOS
644
Silver Oak Securities
Tennessee
$1.43M +$31.2K +799 +2%
BFP
645
Brewster Financial Planning
New York
$1.42M -$24.8K -636 -2%
QFA
646
Quantum Financial Advisors
California
$1.4M – – –
FMC
647
First Merchants Corp
Indiana
$1.4M – – –
AIM
648
Advyzon Investment Management
Illinois
$1.39M +$474K +12,138 +53%
WS
649
Wedbush Securities
California
$1.39M – – –
FWI
650
Facet Wealth Inc
Maryland
$1.39M +$442K +11,327 +50%