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

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1076
Willis Johnson & Associates
Texas
$219K – – –
HI
1077
Harper Investing
California
$218K +$564 +14 +0.2%
OA
1078
Operose Advisors
Wisconsin
$217K +$564 +14 +0.3%
TIM
1079
Thompson Investment Management
Wisconsin
$216K – – –
TC
1080
Trilogy Capital
California
$214K – – –
LIM
1081
Lathrop Investment Management
Arkansas
$214K – – –
FPW
1082
Flagship Private Wealth
Massachusetts
$214K – – –
CRC
1083
Catawba River Capital
South Carolina
$213K +$4.67K +116 +2%
SF
1084
Slagle Financial
Illinois
$213K +$524 +13 +0.2%
BWA
1085
BlueChip Wealth Advisors
Georgia
$212K – – –
VEM
1086
Vann Equity Management
Texas
$212K +$220K +5,454 New
RIG
1087
RiverFront Investment Group
Virginia
$212K – – –
ERWM
1088
Elk River Wealth Management
Colorado
$210K -$10.1K -250 -4%
OCG
1089
Opus Capital Group
Ohio
$210K – – –
CA
1090
CWC Advisors
Oregon
$208K – – –
GC
1091
Gilbert & Cook
Iowa
$207K +$215K +5,325 New
LCS
1092
Levin Capital Strategies
New York
$204K – – –
SWP
1093
Sagespring Wealth Partners
Tennessee
$204K +$211K +5,249 New
RI
1094
Ridgewood Investments
New Jersey
$203K +$210K +5,213 New
SWM
1095
Spire Wealth Management
Virginia
$202K +$161K +3,989 +328%
MW
1096
MBL Wealth
North Carolina
$202K – – –
PE
1097
PCM Encore
Colorado
$202K -$69.9K -1,735 -25%
BFA
1098
Beaumont Financial Advisors
Massachusetts
$201K – – –
AIC
1099
Archer Investment Corporation
Indiana
$193K +$187K +4,647 +1,509%
GSWM
1100
Golden State Wealth Management
California
$184K -$224K -5,549 -54%
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44
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