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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
651
Kingsview Wealth Management
Oregon
$1.38M +$3K +77 +0.2%
HSA
652
HBK Sorce Advisory
Pennsylvania
$1.35M +$1.28M +32,757 New
CFG
653
Cooper Financial Group
California
$1.34M +$150K +3,837 +13%
LNWTC
654
Laird Norton Wetherby Trust Company
Washington
$1.33M +$1.31M +33,583 New
EF
655
Exeter Financial
Arizona
$1.32M +$212K +5,428 +19%
SAW
656
Signal Advisors Wealth
Michigan
$1.31M +$1.29M +33,097 New
FF
657
Francis Financial
$1.3M +$703K +18,019 +121%
RA
658
Rise Advisors
New York
$1.3M +$2.97K +76 +0.2%
SA
659
Sanctuary Advisors
Indiana
$1.29M +$50.2K +1,285 +4%
FSWA
660
Financial Synergies Wealth Advisors
Texas
$1.29M +$2.89K +74 +0.2%
CB
661
Commerce Bank
Missouri
$1.28M +$5.15K +132 +0.4%
AIP
662
Almanack Investment Partners
Pennsylvania
$1.28M -$23.6K -605 -2%
CFO
663
Collective Family Office
Pennsylvania
$1.28M – – –
CPCP
664
Cedar Point Capital Partners
Iowa
$1.28M – – –
LBC
665
Lowe Brockenbrough & Co
Virginia
$1.27M – – –
O3W
666
Omni 360 Wealth
New Jersey
$1.26M +$859 +22 +0.1%
IA
667
IFP Advisors
Florida
$1.26M +$12.7K +325 +1%
HWA
668
Heritage Wealth Advisors
Virginia
$1.25M -$29.2K -747 -2%
RF
669
rebel Financial
Ohio
$1.25M +$1.23M +31,596 New
Bank of New York Mellon
670
Bank of New York Mellon
New York
$1.25M – – –
FWA
671
FSM Wealth Advisors
Ohio
$1.23M +$390 +10 +0%
HPA
672
High Probability Advisors
New York
$1.22M – – –
CPW
673
Cogent Private Wealth
Florida
$1.22M +$1.2M +30,698 New
SF
674
Symphony Financial
Texas
$1.21M +$2.73K +70 +0.2%
TP
675
Tranquility Partners
Tennessee
$1.21M -$5.86K -150 -0.5%