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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
GOCP
251
Great Oak Capital Partners
Massachusetts
$1.04M +$290K +10,473 +45%
HWA
252
HMV Wealth Advisors
Louisiana
$1.03M -$219K -7,900 -18%
CFGA
253
Cambridge Financial Group (Arizona)
Arizona
$1.01M -$178K -6,445 -16%
OIM
254
Oder Investment Management
California
$1.01M -$12.4K -449 -1%
GJIA
255
Glass Jacobson Investment Advisors
Maryland
$1.01M +$109K +3,936 +13%
DT
256
Diversified Trust
Tennessee
$978K – – –
GFM
257
GEN Financial Management
Minnesota
$962K +$69.8K +2,520 +8%
FFM
258
Flagstone Financial Management
Nebraska
$950K +$893K +32,265 New
MFG
259
Merit Financial Group
Georgia
$919K +$579K +20,903 +202%
FA
260
Fiduciary Alliance
South Carolina
$918K +$864K +31,188 New
MWA
261
Medallion Wealth Advisors
Connecticut
$909K +$23.5K +850 +3%
SFC
262
Sprinkle Financial Consultants
Colorado
$898K +$59.3K +2,141 +8%
GAM
263
GEM Asset Management
Michigan
$894K +$100K +3,625 +14%
AWM
264
Ariadne Wealth Management
California
$875K -$58.4K -2,109 -7%
TWM
265
TCFG Wealth Management
California
$856K -$10.3K -373 -1%
CHAM
266
Clear Harbor Asset Management
Connecticut
$851K +$124K +4,481 +18%
SFA
267
Sequoia Financial Advisors
Ohio
$849K – – –
PCA
268
Prosperity Capital Advisors
Ohio
$849K +$134K +4,842 +20%
RW
269
REDW Wealth
New Mexico
$845K +$16.1K +582 +2%
FG
270
Foster Group
Iowa
$839K +$790K +28,515 New
RWM
271
Riverchase Wealth Management
Texas
$828K +$239K +8,616 +44%
CMBA
272
C.M. Bidwell & Associates
Hawaii
$808K +$65.3K +2,360 +9%
FWM
273
FMB Wealth Management
California
$807K -$154K -5,577 -17%
WANY
274
Wealthspire Advisors (New York)
New York
$805K +$230K +8,293 +44%
MFA
275
McClarren Financial Advisors
Pennsylvania
$796K +$324K +11,718 +76%
9 10
11
12 13