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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
726
Blue Chip Partners
Michigan
$990K +$2.26K +58 +0.2%
PFPG
727
Pinnacle Financial Partners (Georgia)
Georgia
$982K +$968K +24,802 New
GCA
728
Gradient Capital Advisors
California
$982K +$10.7K +273 +1%
CC
729
Citrine Capital
California
$971K +$29.9K +767 +3%
RG
730
RHL Group
Michigan
$970K +$956K +24,499 New
CA
731
CoreCap Advisors
Michigan
$960K +$39 +1 +0%
MWP
732
Meredith Wealth Planning
Illinois
$960K +$13.4K +343 +1%
CFS
733
CRA Financial Services
New Jersey
$958K – – –
Empower Advisory Group
734
Empower Advisory Group
Colorado
$954K +$411K +10,536 +78%
CWM
735
CarsonAllaria Wealth Management
Illinois
$949K -$859 -22 -0.1%
SRSA
736
S.R. Schill & Associates
Washington
$948K +$2.15K +55 +0.2%
National Bank of Canada
737
National Bank of Canada
Quebec, Canada
$943K +$167K +4,267 +22%
MEG
738
Millstone Evans Group
Colorado
$928K +$16.9K +434 +2%
EWA
739
Elevate Wealth Advisory
Georgia
$918K -$3.36K -86 -0.4%
BAWC
740
Boyce & Associates Wealth Consulting
Texas
$912K +$97K +2,486 +12%
GHA
741
GW Henssler & Associates
Georgia
$912K – – –
PWA
742
Pitcairn Wealth Advisors
Pennsylvania
$895K +$882K +22,603 New
MPAM
743
Murphy Pohlad Asset Management
Minnesota
$891K – – –
EIA
744
Eldridge Investment Advisors
New Hampshire
$887K +$47.6K +1,219 +6%
QPWM
745
Quadrant Private Wealth Management
Pennsylvania
$886K – – –
BFA
746
Beacon Financial Advisory
Ohio
$882K -$104K -2,676 -11%
C
747
Certuity
Florida
$871K – – –
YWM
748
Yardley Wealth Management
Pennsylvania
$869K -$4.41K -113 -0.5%
NWA
749
Northwest Wealth Advisors
Washington
$855K +$843K +21,595 New
BTW
750
Boston Trust Walden
Massachusetts
$853K – – –