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

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1126
MassMutual Private Wealth & Trust
Connecticut
$55K -$40.4K -1,034 -43%
SWM
1127
Spire Wealth Management
Virginia
$48.1K – – –
CFS
1128
CGC Financial Services
Oregon
$42.4K – – –
1IA
1129
1620 Investment Advisors
Massachusetts
$40.6K +$40K +1,025 New
BFS
1130
Bare Financial Services
Pennsylvania
$39.9K – – –
TFG
1131
Team Financial Group
California
$38.6K – – –
VWWMG
1132
Vermillion & White Wealth Management Group
Pennsylvania
$37.6K +$7.88K +202 +27%
QA
1133
Quattro Advisors
Pennsylvania
$33.7K +$33.2K +851 New
BTD
1134
BankPlus Trust Department
Mississippi
$33.1K – – –
GJIA
1135
Glass Jacobson Investment Advisors
Maryland
$32.5K – – –
MWPCG
1136
Measured Wealth Private Client Group
New Hampshire
$31.9K +$31.4K +805 New
TCOV
1137
Trust Company of Vermont
Vermont
$29.3K – – –
EK
1138
Evensky & Katz
Florida
$26K +$78 +2 +0.3%
BFO
1139
Biltmore Family Office
North Carolina
$24.9K – – –
HBW
1140
Hazlett, Burt & Watson
West Virginia
$24K +$23.7K +608 New
MWA
1141
Medallion Wealth Advisors
Connecticut
$21.7K – – –
PAM
1142
Parvin Asset Management
South Dakota
$19.8K – – –
WAS
1143
Winch Advisory Services
Wisconsin
$18.8K +$39 +1 +0.2%
GFA
1144
Godfrey Financial Associates
New York
$14.2K +$14K +358 New
EWM
1145
Evolution Wealth Management
Florida
$13.2K +$13K +334 New
CIAS
1146
Capital Investment Advisory Services
North Carolina
$12.3K – – –
AIC
1147
Archer Investment Corporation
Indiana
$12.2K – – –
MCA
1148
McGuire Capital Advisors
Oklahoma
$10.8K +$10.7K +274 New
SAS
1149
Spurstone Advisory Services
Connecticut
$9.98K – – –
FWP
1150
FAS Wealth Partners
Kansas
$9.56K +$9.45K +242 New
44 45
46
47 48