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U.S. Small Cap Value Portfolio ETF Class Shares
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MGW
226
MB Generational Wealth
Washington
$1.95M +$835K +25,961 +78%
SAG
227
SageView Advisory Group
California
$1.95M +$31.8K +989 +2%
AA
228
Aire Advisors
California
$1.93M +$2.99K +93 +0.2%
GPWM
229
Grant Private Wealth Management
California
$1.89M -$143K -4,438 -7%
TCRG
230
Twin Cities Retirement Group
Minnesota
$1.89M +$1.84M +57,339 New
Citigroup
231
Citigroup
New York
$1.85M +$334K +10,382 +23%
MWM
232
Mission Wealth Management
California
$1.81M -$146K -4,539 -8%
SHFA
233
SC&H Financial Advisors
Maryland
$1.79M -$1.16M -36,147 -40%
MWA
234
Monograph Wealth Advisors
California
$1.79M +$198K +6,150 +13%
MSF
235
Mustard Seed Financial
Arkansas
$1.76M +$179K +5,568 +12%
KW
236
Keyvantage Wealth
Pennsylvania
$1.75M -$3.85M -119,744 -69%
DWM
237
Dopkins Wealth Management
New York
$1.75M -$86.9K -2,701 -5%
WPC
238
Wedmont Private Capital
Pennsylvania
$1.73M +$334K +10,392 +26%
GA
239
Greenspring Advisors
Maryland
$1.69M +$1.12M +34,882 +212%
FFS
240
Founders Financial Securities
Maryland
$1.67M +$360K +11,205 +28%
AC
241
Apella Capital
Connecticut
$1.64M +$808K +25,121 +102%
CCM
242
Cloud Capital Management
Washington
$1.61M +$262K +8,141 +20%
DWM
243
Daner Wealth Management
Georgia
$1.61M -$251K -7,818 -15%
RWM
244
Rockwood Wealth Management
Pennsylvania
$1.61M +$73.6K +2,287 +5%
DWA
245
Delap Wealth Advisory
Oregon
$1.61M – – –
GAM
246
Gemmer Asset Management
California
$1.56M +$20.2K +627 +1%
AAM
247
Austin Asset Management
Texas
$1.56M +$41.5K +1,290 +3%
CAM
248
CPA Asset Management
Florida
$1.55M +$98.4K +3,058 +7%
HA
249
HFG Advisors
Ohio
$1.54M +$58.9K +1,831 +4%
QWM
250
Quadcap Wealth Management
Texas
$1.51M -$66.8K -2,078 -4%
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