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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Cranbrook Wealth Management
Michigan
$23.3K +$13.6K +319 +154%
SGFG
1202
Silver Grove Financial Group
New York
$21.5K +$20.8K +485 New
WAS
1203
Winch Advisory Services
Wisconsin
$21.1K +$43 +1 +0.2%
MWA
1204
Medallion Wealth Advisors
Connecticut
$20.9K – – –
PAM
1205
Parvin Asset Management
South Dakota
$17.7K -$4.28K -100 -20%
GFA
1206
Godfrey Financial Associates
New York
$15.9K – – –
EWM
1207
Evolution Wealth Management
Florida
$14.8K – – –
CIAS
1208
Capital Investment Advisory Services
North Carolina
$13.7K -$86 -2 -0.6%
AIC
1209
Archer Investment Corporation
Indiana
$13.7K -$199K -4,647 -94%
QC
1210
Quent Capital
New York
$12.2K +$428 +10 +4%
MCA
1211
McGuire Capital Advisors
Oklahoma
$12.2K – – –
PCFFS
1212
Pacific Center for Financial Services
California
$10.9K – – –
FWP
1213
FAS Wealth Partners
Kansas
$10.8K +$43 +1 +0.4%
NRG
1214
Nemes Rush Group
Michigan
$10.1K +$43 +1 +0.4%
FM
1215
Family Management
New York
$9.58K – – –
TTIC
1216
Tower Trust & Investment Company
Iowa
$6.7K – – –
KCM
1217
Key Capital Management
Tennessee
$5.81K +$128 +3 +2%
KFG
1218
Kingdom Financial Group
Arizona
$2.94K +$2.82K +66 New
TC
1219
Truvestments Capital
Florida
$1.21K – – –
MNA
1220
Manning & Napier Advisors
New York
$1.06K – – –
TFGT
1221
TS Financial Group (TSFG)
Illinois
$1K – – –
BWL
1222
Bogart Wealth LLC
Virginia
$340 +$342 +8 New
EW
1223
Evoke Wealth
California
– -$3.04M -78,225 Closed
4WM
1224
49 Wealth Management
Texas
– -$2.61M -67,106 Closed
PWC
1225
Pathfinder Wealth Consulting
North Carolina
– -$1.44M -37,077 Closed
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