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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
751
Clark Capital Management Group
Pennsylvania
$875K +$53.6K +1,331 +6%
MPAM
752
Murphy Pohlad Asset Management
Minnesota
$875K – – –
EIA
753
Eldridge Investment Advisors
New Hampshire
$874K +$3.54K +88 +0.4%
QPWM
754
Quadrant Private Wealth Management
Pennsylvania
$869K – – –
BFA
755
Beacon Financial Advisory
Ohio
$866K – – –
EWS
756
Evergreen Wealth Solutions
Pennsylvania
$857K +$888K +22,053 New
C
757
Certuity
Florida
$855K – – –
YWM
758
Yardley Wealth Management
Pennsylvania
$853K – – –
SFC
759
Sprinkle Financial Consultants
Colorado
$847K +$16.5K +410 +2%
NWA
760
Northwest Wealth Advisors
Washington
$841K +$2.1K +52 +0.2%
HNB
761
Huntington National Bank
Ohio
$831K +$694K +17,233 New
Vanguard Advisers Inc
762
Vanguard Advisers Inc
Pennsylvania
$830K +$861K +21,368 New
HFS
763
Hopwood Financial Services
Virginia
$829K – – –
Pathstone Holdings
764
Pathstone Holdings
New Jersey
$823K -$10.7M -266,015 -93%
SPA
765
Shore Point Advisors
New Jersey
$820K +$524 +13 +0.1%
GHA
766
GW Henssler & Associates
Georgia
$819K -$79.2K -1,965 -9%
PIFP
767
Partners in Financial Planning
Virginia
$812K +$1.17K +29 +0.1%
KA
768
Kovack Advisors
Florida
$807K -$212K -5,272 -20%
SWMG
769
Sard Wealth Management Group
Georgia
$802K +$2.13K +53 +0.3%
AAS
770
Ameritas Advisory Services
Nebraska
$800K -$207K -5,146 -20%
IWA
771
Icon Wealth Advisors
Texas
$784K – – –
SRC
772
Sage Rhino Capital
California
$776K +$23.6K +586 +3%
KFSC
773
Keystone Financial Services (Colorado)
Colorado
$776K -$4.03K -100 -0.5%
BF
774
bLong Financial
Tennessee
$769K – – –
GTWM
775
Global Trust Wealth Management
Florida
$764K +$8.1K +201 +1%