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
Vanguard Personalized Indexing Management
676
Vanguard Personalized Indexing Management
California
$1.23M -$185K -4,602 -13%
O3W
677
Omni 360 Wealth
New Jersey
$1.21M +$2.22K +55 +0.2%
HPA
678
High Probability Advisors
New York
$1.2M – – –
BIG
679
Brooklyn Investment Group
New York
$1.19M +$78.9K +1,959 +7%
FF
680
Francis Financial
$1.19M -$89.4K -2,220 -7%
RF
681
rebel Financial
Ohio
$1.19M -$41.7K -1,034 -3%
VCP
682
Verus Capital Partners
Arizona
$1.19M +$28K +694 +2%
WBG
683
Wharton Business Group
Pennsylvania
$1.18M – – –
WTA
684
Washington Trust Advisors
Massachusetts
$1.18M +$434K +10,763 +55%
SOS
685
Silver Oak Securities
Tennessee
$1.18M -$227K -5,624 -16%
MA
686
Montag & Associates
Georgia
$1.17M – – –
SF
687
Symphony Financial
Texas
$1.17M +$3.1K +77 +0.3%
LG
688
LAM Group
Oregon
$1.16M +$121 +3 +0%
SA
689
Stewardship Advisors
Pennsylvania
$1.16M +$31.1K +773 +3%
HW
690
Hancock Whitney
Mississippi
$1.15M – – –
CC
691
Citrine Capital
California
$1.14M +$196K +4,863 +20%
FWA
692
FSM Wealth Advisors
Ohio
$1.13M -$80.3K -1,993 -6%
VFG
693
Victory Financial Group
Texas
$1.13M +$11.9K +296 +1%
CA
694
Calton & Associates
Florida
$1.13M +$517K +12,836 +79%
CA
695
CoreCap Advisors
Michigan
$1.13M +$194K +4,821 +20%
NWM
696
Navigate Wealth Management
Alabama
$1.13M +$1.08M +26,893 New
GCM
697
Gibraltar Capital Management
Oklahoma
$1.13M – – –
TP
698
Trailhead Planners
Minnesota
$1.12M +$76.6K +1,902 +7%
ASN
699
Advisory Services Network
Georgia
$1.12M +$14.4K +358 +1%
OWP
700
Obermeyer Wealth Partners
Colorado
$1.12M – – –