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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Mascoma Wealth Management
New Hampshire
$36.7K – – –
ME
577
McIlrath & Eck
Washington
$28.1K +$1.96K +38 +8%
SRCM
578
Signature Resources Capital Management
California
$26.6K – – –
AAG
579
Armstrong Advisory Group
Massachusetts
$21.6K – – –
OLVIG
580
Oliver Lagore Vanvalin Investment Group
Michigan
$19.9K -$20.3K -394 -52%
AIC
581
Archer Investment Corporation
Indiana
$18.2K +$15.4K +300 +857%
AFS
582
Annapolis Financial Services
Maryland
$16.9K -$3.84M -74,627 -100%
WP
583
WealthShield Partners
North Carolina
$16.5K – – –
BMC
584
Bear Mountain Capital
Washington
$14.5K – – –
PA
585
Parallel Advisors
California
$11.9K – – –
AP
586
Aspect Partners
Virginia
$11.6K – – –
PA
587
Pineridge Advisors
Missouri
$10.4K – – –
IWP
588
IAG Wealth Partners
Wisconsin
$10.3K – – –
WIA
589
Wetzel Investment Advisors
Indiana
$10.1K – – –
EWM
590
Evermay Wealth Management
Virginia
$9.25K – – –
HR
591
Howe & Rusling
New York
$9.25K +$8.75K +170 New
CP
592
Castleview Partners
Texas
$9.14K – – –
FWP
593
FAS Wealth Partners
Kansas
$7.4K +$7K +136 New
SFA
594
Semmax Financial Advisors
North Carolina
$6.47K +$51 +1 +0.8%
WWP
595
WR Wealth Planners
Missouri
$6.15K +$5.82K +113 New
CSC
596
Caldwell Sutter Capital
California
$6.1K – – –
CA
597
Continuum Advisory
Idaho
$5.48K +$5.25K +102 New
MSG
598
Main Street Group
Virginia
$4.5K – – –
LF
599
LifeSteps Financial
California
$4.25K +$4.01K +78 New
VAG
600
VisionPoint Advisory Group
Texas
$3.59K +$3.4K +66 New
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