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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
676
Clear Investment Research
Georgia
$96.5K +$342 +6 +0.4%
AWM
677
Abound Wealth Management
Tennessee
$94.3K +$92.3K +1,620 New
S
678
SignatureFD
Georgia
$93.6K +$57 +1 +0.1%
TIM
679
Tortoise Investment Management
New York
$90.2K – – –
CMP
680
Coston McIsaac & Partners
Maine
$84K – – –
WT
681
Whittier Trust
California
$78.2K +$57 +1 +0.1%
PCA
682
Providence Capital Advisors
North Carolina
$77.4K – – –
AFG
683
Albion Financial Group
Utah
$75.7K – – –
CFFP
684
Center for Financial Planning
Michigan
$75.7K – – –
JWM
685
JPL Wealth Management
Colorado
$74K +$72.5K +1,272 New
RWS
686
Retirement Wealth Solutions
Wisconsin
$72K +$70.5K +1,237 New
MSWA
687
Marshall & Sterling Wealth Advisors
New York
$71.8K – – –
ME
688
McIlrath & Eck
Washington
$71.3K +$28.9K +507 +71%
SN
689
Sittner & Nelson
Oregon
$70.6K – – –
AWM
690
Angeles Wealth Management
California
$65.4K – – –
TCA
691
Trifecta Capital Advisors
Illinois
$65K – – –
HR
692
Howe & Rusling
New York
$64.1K – – –
PWAM
693
Private Wealth Asset Management
Iowa
$58.7K – – –
HFS
694
Hantz Financial Services
Michigan
$57K – – –
AAP
695
Arax Advisory Partners
Colorado
$56.9K -$16.3K -287 -23%
FDCP
696
Foster Dykema Cabot & Partners
Massachusetts
$56.8K – – –
CFS
697
CGC Financial Services
Oregon
$54.8K – – –
IWP
698
IAG Wealth Partners
Wisconsin
$49.6K +$37.8K +663 +351%
RDFA
699
Ritter Daniher Financial Advisory
Ohio
$48.4K – – –
NRG
700
Nemes Rush Group
Michigan
$46.4K +$8.88K +156 +24%
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