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
PFA
951
Pinnacle Family Advisors
Missouri
$237K +$933 +25 +0.4%
CI
952
CX Institutional
Indiana
$236K +$146K +3,913 +177%
SWM
953
SpringVest Wealth Management
Texas
$234K – – –
RIM
954
Ryan Investment Management
Colorado
$232K – – –
BIM
955
Bridges Investment Management
Nebraska
$231K – – –
LWMT
956
Legacy Wealth Management (Tennessee)
Tennessee
$230K – – –
AUB
957
Atlantic Union Bankshares
Virginia
$227K +$597 +16 +0.3%
TCM
958
Traynor Capital Management
Pennsylvania
$227K +$220K +5,885 New
BWA
959
BlueChip Wealth Advisors
Georgia
$224K – – –
LKBC
960
L.K. Benson & Company
Maryland
$219K +$212K +5,670 New
ERWM
961
Elk River Wealth Management
Colorado
$218K – – –
SSWM
962
Sheets Smith Wealth Management
North Carolina
$217K +$597 +16 +0.3%
WJA
963
Willis Johnson & Associates
Texas
$217K -$37 -1 -0%
BAM
964
Belpointe Asset Management
Nevada
$216K -$57K -1,527 -21%
HI
965
Harper Investing
California
$216K +$209K +5,595 New
TIM
966
Thompson Investment Management
Wisconsin
$215K – – –
OA
967
Operose Advisors
Wisconsin
$214K – – –
TC
968
Trilogy Capital
California
$213K +$206K +5,516 New
SSIM
969
Sheets Smith Investment Management
Texas
$212K +$206K +5,508 New
PAM
970
PVG Asset Management
Colorado
$212K +$206K +5,508 New
FPW
971
Flagship Private Wealth
Massachusetts
$212K +$205K +5,500 New
Group One Trading
972
Group One Trading
Illinois
$212K +$205K +5,500 New
LIM
973
Lathrop Investment Management
Arkansas
$212K +$205K +5,502 New
GB
974
Goepper Burkhardt
South Carolina
$210K -$8.96K -240 -4%
RIG
975
RiverFront Investment Group
Virginia
$210K +$203K +5,446 New