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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
876
Oak Wealth Advisors
Illinois
$494K +$103K +2,556 +25%
Empower Advisory Group
877
Empower Advisory Group
Colorado
$493K -$459K -11,405 -47%
KWS
878
Keystone Wealth Services
California
$493K – – –
PWM
879
Platt Wealth Management
California
$492K – – –
AWE
880
Avidian Wealth Enterprises
Texas
$492K +$3.18K +79 +0.6%
TBT
881
Texas Bank & Trust
Texas
$487K – – –
RWP
882
RWA Wealth Partners
Massachusetts
$486K – – –
RFA
883
Reyes Financial Architecture
California
$482K – – –
MHC
884
May Hill Capital
Massachusetts
$482K +$500K +12,408 New
NWM
885
Navigoe Wealth Management
California
$482K – – –
Goldman Sachs
886
Goldman Sachs
New York
$482K +$500K +12,401 New
IWM
887
IHT Wealth Management
Illinois
$481K +$32.6K +809 +7%
GWM
888
Gibbs Wealth Management
Georgia
$474K -$1.17K -29 -0.2%
FA
889
FSA Advisors
Michigan
$470K -$172K -4,259 -26%
CA
890
COFG Advisors
Illinois
$468K +$1.21K +30 +0.2%
RF
891
Robinswood Financial
Washington
$467K +$81 +2 +0%
VF
892
Vista Finance
Missouri
$466K – – –
EF
893
Empowered Funds
Pennsylvania
$466K -$223K -5,543 -32%
UCFA
894
United Capital Financial Advisors
Texas
$461K +$478K +11,870 New
BH
895
Burk Holdings
Oklahoma
$450K +$11.2K +279 +2%
BCA
896
Bay Capital Advisors
Virginia
$448K -$233K -5,792 -33%
PHWA
897
Petersen Hastings Wealth Advisors
Washington
$444K -$7.94K -197 -2%
GPWA
898
Gaddis Premier Wealth Advisors
Oklahoma
$444K +$1.17K +29 +0.3%
TWM
899
Topsail Wealth Management
North Carolina
$443K +$456K +11,307 +11,307%
CIC
900
Cutler Investment Counsel
Oregon
$440K -$6.04K -150 -1%