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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
551
Clear Investment Research
Georgia
$112K -$888 -19 -0.9%
HI
552
Harbour Investments
Wisconsin
$111K -$5.24K -112 -5%
CFFP
553
Center for Financial Planning
Michigan
$110K – – –
CWP
554
Concord Wealth Partners
Virginia
$108K -$24.3K -520 -20%
GWS
555
Glassman Wealth Services
Virginia
$107K – – –
MFA
556
McClarren Financial Advisors
Pennsylvania
$97K +$374 +8 +0.4%
MAWCM
557
Mine & Arao Wealth Creation & Management
California
$86.6K – – –
RDFA
558
Ritter Daniher Financial Advisory
Ohio
$79.4K – – –
TCA
559
Trifecta Capital Advisors
Illinois
$79.1K +$52.2K +1,116 +282%
SL
560
Salomon & Ludwin
Virginia
$78.6K – – –
CMP
561
Coston McIsaac & Partners
Maine
$74K +$281 +6 +0.4%
IFS
562
Intelligent Financial Strategies
Minnesota
$72K -$20.7K -443 -24%
PCA
563
Providence Capital Advisors
North Carolina
$69.5K -$14.7K -314 -19%
CTC
564
Central Trust Company
Missouri
$68.1K – – –
FCG
565
Financial Connections Group
California
$63K -$6.12K -131 -10%
SS
566
Sunbelt Securities
Texas
$54.2K – – –
CT
567
Colonial Trust
South Carolina
$52.3K – – –
TWM
568
Tradition Wealth Management
Minnesota
$50K +$187 +4 +0.4%
CFS
569
CGC Financial Services
Oregon
$49.3K – – –
SN
570
Sittner & Nelson
Oregon
$49.1K – – –
VNA
571
Valley National Advisers
Pennsylvania
$43K – – –
OLVIG
572
Oliver Lagore Vanvalin Investment Group
Michigan
$39.7K +$8.88K +190 +33%
AWM
573
Angeles Wealth Management
California
$38.6K – – –
TC
574
Truvestments Capital
Florida
$37.6K -$13.5K -288 -29%
SC
575
Steph & Co
Wisconsin
$37.2K – – –
21 22
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