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
National Bank of Canada
751
National Bank of Canada
Quebec, Canada
$1.06M – – –
EFP
752
Elser Financial Planning
Indiana
$1.05M +$11.9K +277 +1%
CFS
753
CRA Financial Services
New Jersey
$1.05M -$18.4K -429 -2%
EFMC
754
Empire Financial Management Company
New York
$1.05M -$5.13K -120 -0.5%
RWA
755
Resolute Wealth Advisor
Ohio
$1.03M – – –
EWA
756
Elevate Wealth Advisory
Georgia
$1.03M -$43.6K -1,019 -4%
EWS
757
Evergreen Wealth Solutions
Pennsylvania
$1.02M +$2.35K +55 +0.2%
PWA
758
Pitcairn Wealth Advisors
Pennsylvania
$1.01M +$972K +22,715 New
KA
759
Kovack Advisors
Florida
$1M +$85.6K +2,000 +10%
MEG
760
Millstone Evans Group
Colorado
$999K -$39.9K -933 -4%
MPAM
761
Murphy Pohlad Asset Management
Minnesota
$998K – – –
NWA
762
Northwest Wealth Advisors
Washington
$996K +$34.1K +797 +4%
QPWM
763
Quadrant Private Wealth Management
Pennsylvania
$992K – – –
EIA
764
Eldridge Investment Advisors
New Hampshire
$989K -$8.47K -198 -0.9%
BFA
765
Beacon Financial Advisory
Ohio
$989K – – –
CCMG
766
Clark Capital Management Group
Pennsylvania
$983K -$15.4K -361 -2%
C
767
Certuity
Florida
$976K – – –
TP
768
Trailhead Planners
Minnesota
$960K -$311K -7,260 -25%
SFC
769
Sprinkle Financial Consultants
Colorado
$958K -$9.03K -211 -1%
HFS
770
Hopwood Financial Services
Virginia
$946K – – –
GHA
771
GW Henssler & Associates
Georgia
$935K – – –
MAM
772
McLaughlin Asset Management
Illinois
$927K +$447K +10,454 +100%
PIFP
773
Partners in Financial Planning
Virginia
$920K -$6.8K -159 -0.8%
HNB
774
Huntington National Bank
Ohio
$915K -$32.5K -759 -4%
BFG
775
Bleakley Financial Group
New Jersey
$911K +$879K +20,544 New