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U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1151
Longview Financial Advisors
Alabama
$34.5K +$35.7K +887 New
MIM
1152
Marshall Investment Management
Colorado
$32.8K +$34K +843 New
BTD
1153
BankPlus Trust Department
Mississippi
$32.5K – – –
GJIA
1154
Glass Jacobson Investment Advisors
Maryland
$31.9K – – –
MWPCG
1155
Measured Wealth Private Client Group
New Hampshire
$31.3K – – –
EK
1156
Evensky & Katz
Florida
$25K +$40 +1 +0.2%
BFO
1157
Biltmore Family Office
North Carolina
$24.4K – – –
JFA
1158
JNBA Financial Advisors
Minnesota
$24.4K -$69.9K -1,735 -73%
HBW
1159
Hazlett, Burt & Watson
West Virginia
$24K – – –
SWM
1160
SHP Wealth Management
Massachusetts
$21.5K +$22.3K +554 New
PAM
1161
Parvin Asset Management
South Dakota
$19.4K – – –
WAS
1162
Winch Advisory Services
Wisconsin
$18.5K +$81 +2 +0.4%
MWA
1163
Medallion Wealth Advisors
Connecticut
$18.3K -$3.06K -76 -14%
GFA
1164
Godfrey Financial Associates
New York
$13.9K – – –
EWM
1165
Evolution Wealth Management
Florida
$13K – – –
TCWA
1166
Turtle Creek Wealth Advisors
Texas
$12.1K +$12.5K +311 New
CIAS
1167
Capital Investment Advisory Services
North Carolina
$12K +$40 +1 +0.3%
MCA
1168
McGuire Capital Advisors
Oklahoma
$10.6K – – –
QC
1169
Quent Capital
New York
$10.3K -$67.3K -1,671 -86%
RF
1170
RetireMitten Financial
Michigan
$10.2K +$10.6K +264 New
PCFFS
1171
Pacific Center for Financial Services
California
$9.56K +$9.91K +246 New
FWP
1172
FAS Wealth Partners
Kansas
$9.41K – – –
NRG
1173
Nemes Rush Group
Michigan
$8.78K +$9.11K +226 New
FM
1174
Family Management
New York
$8.39K +$8.7K +216 New
CWM
1175
Cranbrook Wealth Management
Michigan
$8.05K – – –