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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
726
Leading Edge Financial Planning
Tennessee
$246K +$32 +1 +0%
AWA
727
Acorn Wealth Advisors
Michigan
$246K +$15.1K +480 +7%
SAM
728
Stansberry Asset Management
Texas
$243K – – –
Ameriprise
729
Ameriprise
Minnesota
$240K +$28.1K +890 +14%
BWA
730
BlueChip Wealth Advisors
Georgia
$238K – – –
MJRIC
731
Mogy Joel R Investment Counsel
California
$238K – – –
SLA
732
Silver Lake Advisory
Utah
$235K +$694 +22 +0.3%
HGWM
733
Horst & Graben Wealth Management
Oregon
$235K +$378 +12 +0.2%
CFA
734
Camarda Financial Advisors
Florida
$234K – – –
AWM
735
Accel Wealth Management
Iowa
$234K -$263K -8,327 -53%
HTC
736
Haverford Trust Company
Pennsylvania
$233K – – –
CC
737
Chicago Capital
Illinois
$231K – – –
WN
738
Williams & Novak
California
$231K +$226K +7,160 New
EFS
739
Essex Financial Services
Connecticut
$230K +$228K +7,220 New
RCS
740
Retirement Capital Strategies
California
$229K – – –
MWC
741
MBM Wealth Consultants
Missouri
$226K – – –
CPSAC
742
Chas P. Smith & Associates (CPS)
Florida
$224K – – –
GCIM
743
Gunn & Company Investment Management
Florida
$224K – – –
AFG
744
Atomi Financial Group
New York
$224K +$219K +6,940 New
AAG
745
Armstrong Advisory Group
Massachusetts
$222K – – –
SI
746
Stephens Inc
Arkansas
$222K – – –
LC
747
Lindbrook Capital
California
$221K – – –
CRC
748
Curi RMB Capital
Illinois
$221K +$631 +20 +0.3%
EFG
749
Embree Financial Group
Illinois
$220K – – –
SF
750
Synovus Financial
Georgia
$220K +$694 +22 +0.3%