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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
351
Raffa Wealth Management
District of Columbia
$131K +$143K +3,260 New
GTAM
352
Global Trust Asset Management
Florida
$129K +$141K +3,215 New
RWA
353
RGT Wealth Advisors
Texas
$118K – – –
CWP
354
Concord Wealth Partners
Virginia
$111K +$121K +2,766 New
CMBA
355
C.M. Bidwell & Associates
Hawaii
$101K -$1.36K -31 -1%
CFFP
356
Center for Financial Planning
Michigan
$101K – – –
IFS
357
Intelligent Financial Strategies
Minnesota
$101K – – –
PCA
358
Providence Capital Advisors
North Carolina
$97K – – –
BSWA
359
Bromfield Sneider Wealth Advisors
Massachusetts
$95K +$103K +2,355 New
UB
360
UMB Bank
Missouri
$90K – – –
HI
361
Harbour Investments
Wisconsin
$90K +$98.1K +2,237 New
IRC
362
Investors Research Corp
Georgia
$90K +$98.2K +2,238 New
PO
363
Private Ocean
California
$88K – – –
GWS
364
Glassman Wealth Services
Virginia
$83K +$90.1K +2,054 New
RDFA
365
Ritter Daniher Financial Advisory
Ohio
$76K – – –
CIAS
366
Capital Investment Advisory Services
North Carolina
$76K +$27.6K +630 +50%
CCM
367
Covington Capital Management
California
$70K +$23.8K +543 +46%
MAWCM
368
Mine & Arao Wealth Creation & Management
California
$67K +$307 +7 +0.4%
CMP
369
Coston McIsaac & Partners
Maine
$54K +$59.1K +1,348 New
PTC
370
Private Trust Company
Ohio
$53K +$58K +1,323 New
APA
371
American Portfolios Advisors
New York
$48.6K +$570 +13 +1%
BA
372
Bellwether Advisors
Nebraska
$48K – – –
OFG
373
Oxford Financial Group
Indiana
$44K – – –
CTC
374
Central Trust Company
Missouri
$43K – – –
SN
375
Sittner & Nelson
Oregon
$38K – – –
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