We are live on ! Find out more
DFAC icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1051
Armstrong Advisory Group
Massachusetts
$244K +$282 +7 +0.1%
LWMT
1052
Legacy Wealth Management (Tennessee)
Tennessee
$243K – – –
HA
1053
Huntleigh Advisors
Missouri
$243K – – –
SP
1054
SmartHarvest Portfolios
Washington
$242K +$251K +6,236 New
VPP
1055
Vertex Planning Partners
Illinois
$241K +$43.9K +1,090 +21%
OAS
1056
Optivise Advisory Services
Tennessee
$241K – – –
SCM
1057
Sollinda Capital Management
Florida
$240K -$61.6K -1,528 -20%
BDF
1058
Black Diamond Financial
Maryland
$240K – – –
AWM
1059
Accel Wealth Management
Iowa
$239K +$81 +2 +0%
CFA
1060
CWS Financial Advisors
Michigan
$238K +$247K +6,123 New
IWS
1061
Intentional Wealth Strategies
Colorado
$237K +$246K +6,110 New
SWM
1062
SpringVest Wealth Management
Texas
$236K – – –
RIM
1063
Ryan Investment Management
Colorado
$234K – – –
BIM
1064
Bridges Investment Management
Nebraska
$233K – – –
PA
1065
Powerhouse Assets
Massachusetts
$233K -$1.53K -38 -0.6%
AUB
1066
Atlantic Union Bankshares
Virginia
$230K +$604 +15 +0.3%
BC
1067
Burney Company
Virginia
$229K +$237K +5,885 New
HA
1068
Herold Advisors
New York
$227K +$236K +5,853 New
HBT
1069
Hills Bank & Trust
Iowa
$227K -$53.8K -1,335 -19%
PBF
1070
Petix & Botte Financial
California
$223K -$116K -2,874 -50%
PCM
1071
Permanent Capital Management
Illinois
$223K – – –
RCP
1072
Roan Capital Partners
Tennessee
$222K +$231K +5,724 New
KFAA
1073
Klaas Financial Asset Advisors
Illinois
$222K – – –
RWM
1074
Ritholtz Wealth Management
New York
$221K -$1.97K -49 -0.9%
SSWM
1075
Sheets Smith Wealth Management
North Carolina
$220K +$564 +14 +0.2%
41 42
43
44 45