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U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1026
CX Institutional
Indiana
$263K +$19.9K +511 +8%
GWMT
1027
Guardian Wealth Management (Tennessee)
Tennessee
$263K +$259K +6,639 New
RWP
1028
Ridgecrest Wealth Partners
California
$259K – – –
FWP
1029
Forefront Wealth Partners
Texas
$257K +$254K +6,502 New
RBC
1030
Roble Belko & Company
Pennsylvania
$256K – – –
FFA
1031
First Foundation Advisors
California
$255K – – –
GTAM
1032
Global Trust Asset Management
Florida
$251K -$113K -2,894 -31%
SWM
1033
Selby Wealth Management
California
$249K +$246K +6,301 New
TF
1034
Thayer Financial
North Carolina
$249K +$245K +6,289 New
SLA
1035
Silver Lake Advisory
Utah
$249K +$546 +14 +0.2%
CAS
1036
Coppell Advisory Solutions
Texas
$249K +$243K +6,229 New
AAG
1037
Armstrong Advisory Group
Massachusetts
$248K +$234 +6 +0.1%
LWMT
1038
Legacy Wealth Management (Tennessee)
Tennessee
$248K +$11.9K +305 +5%
HA
1039
Huntleigh Advisors
Missouri
$248K – – –
OAS
1040
Optivise Advisory Services
Tennessee
$245K – – –
PFA
1041
Pinnacle Family Advisors
Missouri
$245K +$1.83K +47 +0.8%
BDF
1042
Black Diamond Financial
Maryland
$244K – – –
AWM
1043
Accel Wealth Management
Iowa
$243K -$42.3K -1,085 -15%
SWM
1044
SpringVest Wealth Management
Texas
$240K – – –
PA
1045
Powerhouse Assets
Massachusetts
$239K +$236K +6,035 New
RIM
1046
Ryan Investment Management
Colorado
$238K – – –
BIM
1047
Bridges Investment Management
Nebraska
$238K – – –
AUB
1048
Atlantic Union Bankshares
Virginia
$234K +$546 +14 +0.2%
PBF
1049
Petix & Botte Financial
California
$228K +$224K +5,748 New
RWM
1050
Ritholtz Wealth Management
New York
$227K +$224K +5,730 New
40 41
42
43 44