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
PMFA
901
Plante Moran Financial Advisors
Michigan
$301K -$25.2K -675 -8%
FMN
902
Financial Management Network
California
$299K – – –
FG
903
Foster Group
Iowa
$296K -$4.4K -118 -2%
CD
904
Chapin Davis
Maryland
$296K – – –
FCG
905
Fielder Capital Group
Tennessee
$295K -$24.9K -667 -8%
SAM
906
Stansberry Asset Management
Texas
$291K – – –
SL
907
Salomon & Ludwin
Virginia
$291K +$280K +7,493 New
RH
908
RFG Holdings
Texas
$290K -$29.1K -781 -9%
SFP
909
Sandbox Financial Partners
Maryland
$289K +$279K +7,486 New
PFA
910
Pillar Financial Advisors
Kentucky
$287K -$12.3K -329 -4%
GAA
911
Guardian Asset Advisors
Pennsylvania
$287K +$10.9K +292 +4%
MJRIC
912
Mogy Joel R Investment Counsel
California
$285K – – –
HGWM
913
Horst & Graben Wealth Management
Oregon
$282K – – –
CFA
914
Camarda Financial Advisors
Florida
$280K – – –
FA
915
FSA Advisors
Michigan
$280K -$94.6K -2,534 -26%
HTC
916
Haverford Trust Company
Pennsylvania
$279K – – –
AWM
917
Accel Wealth Management
Iowa
$279K -$149 -4 -0.1%
VAG
918
VisionPoint Advisory Group
Texas
$279K +$269K +7,221 New
HBT
919
Hills Bank & Trust
Iowa
$277K -$5.04K -135 -2%
CC
920
Chicago Capital
Illinois
$276K – – –
RCS
921
Retirement Capital Strategies
California
$274K – – –
WWA
922
Wingate Wealth Advisors
Massachusetts
$273K – – –
MWC
923
MBM Wealth Consultants
Missouri
$268K – – –
FWA
924
FSC Wealth Advisors
New York
$266K – – –
SF
925
Synovus Financial
Georgia
$266K +$709 +19 +0.3%