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U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
676
Wallace Advisory Group
California
$247K +$947 +35 +0.4%
ML
677
McAdam LLC
Pennsylvania
$247K – – –
DWM
678
Drive Wealth Management
Utah
$245K -$42.1K -1,556 -16%
KFAA
679
Klaas Financial Asset Advisors
Illinois
$245K – – –
AC
680
Adroit Compliance
$245K +$226K +8,365 New
HI
681
Harbour Investments
Wisconsin
$244K -$4.28K -158 -2%
OGF
682
Orin Green Financial
California
$243K -$22.7K -839 -9%
HGERS
683
Householder Group Estate & Retirement Specialist
Arizona
$243K +$20K +738 +10%
MSFS
684
Main Street Financial Solutions
Pennsylvania
$243K +$10.2K +377 +5%
SAM
685
Synergy Asset Management
Washington
$240K – – –
FNA
686
First National Advisers
Nebraska
$238K +$221K +8,158 New
HBT
687
Hills Bank & Trust
Iowa
$238K – – –
EFG
688
Embree Financial Group
Illinois
$238K +$220K +8,132 New
ERWM
689
Elk River Wealth Management
Colorado
$235K -$16.1K -595 -7%
BRWA
690
B. Riley Wealth Advisors
Florida
$232K -$131K -4,823 -38%
CA
691
Clearstead Advisors
Ohio
$230K – – –
WA
692
Waddell & Associates
Tennessee
$229K – – –
LEFP
693
Leading Edge Financial Planning
Tennessee
$229K +$54 +2 +0%
TCWM
694
Total Clarity Wealth Management
Illinois
$228K +$211K +7,785 New
NPP
695
New Potomac Partners
Maryland
$227K – – –
LC
696
Lincoln Capital
Nebraska
$227K – – –
ICM
697
IMS Capital Management
Oregon
$225K +$209K +7,706 New
BWA
698
BlueChip Wealth Advisors
Georgia
$216K +$200K +7,391 New
MJRIC
699
Mogy Joel R Investment Counsel
California
$216K – – –
VBWMG
700
Von Berge Wealth Management Group
California
$215K +$201K +7,429 New
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