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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
476
Peavine Capital
Nevada
$282K – – –
AWM
477
Arista Wealth Management
Nevada
$281K -$230K -4,473 -46%
SIC
478
SJS Investment Consulting
Ohio
$279K +$18K +350 +7%
TCM
479
Towneley Capital Management
California
$277K – – –
PA
480
Procyon Advisors
Connecticut
$276K – – –
LW
481
Linscomb Wealth
Texas
$273K +$258K +5,020 New
OC
482
Oakworth Capital
Alabama
$272K -$914K -17,760 -78%
SAG
483
SageView Advisory Group
California
$271K -$68K -1,320 -21%
FA
484
Financial Alternatives
California
$269K – – –
EIG
485
Ellenbecker Investment Group
Wisconsin
$267K -$14.8K -287 -6%
IA
486
IFG Advisors
Missouri
$265K +$251K +4,871 New
NP
487
NorthRock Partners
Minnesota
$265K +$5.77K +112 +2%
ECG
488
Edge Capital Group
Georgia
$263K +$249K +4,839 New
CWS
489
Cypress Wealth Services
California
$262K – – –
IF
490
Ironwood Financial
Arizona
$261K – – –
GFP
491
Gryphon Financial Partners
Ohio
$255K – – –
TRCT
492
Tower Research Capital (TRC)
New York
$253K +$239K +4,649 New
CCA
493
Clarity Capital Advisors
Florida
$253K +$515 +10 +0.2%
SWM
494
SilverOak Wealth Management
Minnesota
$252K – – –
SWP
495
Significant Wealth Partners
Illinois
$251K +$237K +4,611 New
TP
496
Tranquility Partners
Tennessee
$250K +$17.4K +338 +8%
HG
497
Harbor Group
New Hampshire
$250K -$62.8K -1,219 -21%
BB
498
Busey Bank
Illinois
$247K +$234K +4,546 New
KFI
499
Key Financial Inc
Pennsylvania
$246K – – –
RI
500
Ridgewood Investments
New Jersey
$246K +$309 +6 +0.1%
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