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
MA
701
Montag & Associates
Georgia
$1.34M – – –
NPT
702
National Philanthropic Trust
Pennsylvania
$1.34M +$1.29M +30,170 New
BAWC
703
Boyce & Associates Wealth Consulting
Texas
$1.33M +$98.3K +2,298 +8%
HIA
704
Highland Investment Advisors
Florida
$1.32M +$1.28M +29,846 New
LG
705
LAM Group
Oregon
$1.32M +$128 +3 +0%
Pathstone Holdings
706
Pathstone Holdings
New Jersey
$1.32M +$366K +8,546 +40%
ASN
707
Advisory Services Network
Georgia
$1.31M +$30.4K +710 +2%
HPA
708
High Probability Advisors
New York
$1.31M -$57.9K -1,354 -4%
CC
709
Citrine Capital
California
$1.3M – – –
HW
710
Hancock Whitney
Mississippi
$1.3M -$8.81K -206 -0.7%
VFG
711
Victory Financial Group
Texas
$1.3M +$5.26K +123 +0.4%
FWA
712
FSM Wealth Advisors
Ohio
$1.29M +$471 +11 +0%
GCM
713
Gibraltar Capital Management
Oklahoma
$1.29M – – –
RSWA
714
Robinson Smith Wealth Advisors
Maine
$1.28M +$1.23M +28,821 New
OWP
715
Obermeyer Wealth Partners
Colorado
$1.28M – – –
FF
716
Francis Financial
$1.27M -$84.8K -1,983 -6%
HH
717
Hilltop Holdings
Texas
$1.26M +$148K +3,451 +14%
CA
718
CoreCap Advisors
Michigan
$1.26M -$26.5K -620 -2%
WT
719
Washington Trust
Rhode Island
$1.26M – – –
DI
720
Disciplined Investors
Texas
$1.26M +$1.71K +40 +0.1%
EFL
721
ERn Financial LLC
Wisconsin
$1.24M – – –
FWM
722
FFT Wealth Management
Pennsylvania
$1.23M – – –
HI
723
Harbour Investments
Wisconsin
$1.21M +$16.5K +386 +1%
MOS
724
MGO One Seven
Ohio
$1.19M +$66.4K +1,552 +6%
OPWM
725
Oakwell Private Wealth Management
Texas
$1.19M – – –