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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
726
Ameriprise
Minnesota
$296K +$39.3K +1,191 +16%
WN
727
Williams & Novak
California
$295K +$47.8K +1,446 +20%
PMFA
728
Plante Moran Financial Advisors
Michigan
$291K -$9.21K -279 -3%
ML
729
McAdam LLC
Pennsylvania
$289K – – –
CD
730
Chapin Davis
Maryland
$288K – – –
SQA
731
Simon Quick Advisors
New Jersey
$288K +$277K +8,395 New
KFAA
732
Klaas Financial Asset Advisors
Illinois
$287K – – –
SAM
733
Synergy Asset Management
Washington
$282K – – –
FNA
734
First National Advisers
Nebraska
$280K – – –
UWPG
735
Ullmann Wealth Partners Group
Florida
$278K +$727 +22 +0.3%
JHCP
736
Jackson Hole Capital Partners
Oklahoma
$275K +$727 +22 +0.3%
EK
737
Evensky & Katz
Florida
$272K +$694 +21 +0.3%
CA
738
Clearstead Advisors
Ohio
$269K – – –
WA
739
Waddell & Associates
Tennessee
$269K – – –
HBT
740
Hills Bank & Trust
Iowa
$269K – – –
LRIA
741
Leonard Rickey Investment Advisors
Washington
$267K -$595 -18 -0.2%
NPP
742
New Potomac Partners
Maryland
$267K – – –
CWA
743
Cascade Wealth Advisors
Washington
$266K -$16.5K -500 -6%
LC
744
Lincoln Capital
Nebraska
$266K – – –
CBT
745
CoreFirst Bank & Trust
Kansas
$265K – – –
FMN
746
Financial Management Network
California
$264K – – –
DWM
747
Dechtman Wealth Management
Colorado
$261K -$13.3K -402 -5%
VCP
748
Verus Capital Partners
Arizona
$261K +$251K +7,597 New
SAM
749
Stansberry Asset Management
Texas
$259K – – –
GHA
750
GW Henssler & Associates
Georgia
$259K +$249K +7,543 New