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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
676
Perfromance Wealth Partners
Illinois
$1.47M +$1.42M +33,132 New
RA
677
Rise Advisors
New York
$1.46M +$3.51K +82 +0.2%
RMDI
678
R.M. Davis Inc
Maine
$1.46M – – –
FSWA
679
Financial Synergies Wealth Advisors
Texas
$1.45M +$3.38K +79 +0.2%
AFC
680
Avise Financial Cooperative
California
$1.44M -$198K -4,636 -12%
EFS
681
Essex Financial Services
Connecticut
$1.44M +$298K +6,977 +27%
AIP
682
Almanack Investment Partners
Pennsylvania
$1.43M – – –
HSA
683
HBK Sorce Advisory
Pennsylvania
$1.43M -$61K -1,425 -4%
CFO
684
Collective Family Office
Pennsylvania
$1.43M – – –
CPCP
685
Cedar Point Capital Partners
Iowa
$1.43M – – –
IA
686
IFP Advisors
Florida
$1.43M -$17.2K -401 -1%
SW
687
SteelPeak Wealth
California
$1.42M +$1.37M +32,045 New
LBC
688
Lowe Brockenbrough & Co
Virginia
$1.42M – – –
VCP
689
Verus Capital Partners
Arizona
$1.41M +$58.4K +1,366 +4%
TCM
690
TruNorth Capital Management
Michigan
$1.41M -$516K -12,071 -28%
HWA
691
Heritage Wealth Advisors
Virginia
$1.4M – – –
Vanguard Personalized Indexing Management
692
Vanguard Personalized Indexing Management
California
$1.4M – – –
TP
693
Tranquility Partners
Tennessee
$1.4M +$46.7K +1,091 +4%
CCM
694
Coldstream Capital Management
Washington
$1.39M -$209K -4,889 -13%
O3W
695
Omni 360 Wealth
New Jersey
$1.39M +$2.31K +54 +0.2%
PWS
696
Physician Wealth Solutions
Nevada
$1.38M -$1.73M -40,524 -56%
CB
697
Commerce Bank
Missouri
$1.37M -$59.7K -1,395 -4%
SA
698
Stewardship Advisors
Pennsylvania
$1.35M +$29.4K +688 +2%
WBG
699
Wharton Business Group
Pennsylvania
$1.35M – – –
SF
700
Symphony Financial
Texas
$1.35M +$3.21K +75 +0.2%