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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
326
DBK Financial Counsel
Ohio
$327K +$17.3K +573 +5%
NFP
327
Narus Financial Partners
Utah
$317K +$59.2K +1,958 +21%
MSFS
328
Main Street Financial Solutions
Pennsylvania
$316K +$15.1K +499 +5%
BWMG
329
Bannerman Wealth Management Group
Texas
$307K +$81.5K +2,693 +33%
BCA
330
Bay Colony Advisors
Massachusetts
$305K +$36.2K +1,196 +12%
AAM
331
Austin Asset Management
Texas
$304K +$327K +10,800 New
PWP
332
Parkwoods Wealth Partners
New York
$303K +$325K +10,750 New
RWA
333
Redmont Wealth Advisors
Illinois
$299K -$249K -8,222 -44%
AWA
334
Arkadios Wealth Advisors
Georgia
$294K +$64.2K +2,123 +26%
MFG
335
Merit Financial Group
Georgia
$291K +$54.2K +1,792 +21%
USCWA
336
U.S. Capital Wealth Advisors
Texas
$281K +$3.78K +125 +1%
IFG
337
Independent Financial Group
California
$279K +$4.57K +151 +2%
CCM
338
Cloud Capital Management
Washington
$278K +$299K +9,883 New
EWA
339
Elevate Wealth Advisory
Georgia
$277K -$968 -32 -0.3%
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$276K +$297K +9,799 New
FCM
341
Fortis Capital Management
Washington
$275K -$652K -21,563 -69%
MWM
342
Mission Wealth Management
California
$272K -$4.42K -146 -1%
BHWM
343
Beaird Harris Wealth Management
Texas
$267K – – –
BW
344
Balance Wealth
Ohio
$266K +$286K +9,444 New
KWA
345
Kondo Wealth Advisors
California
$266K – – –
XT
346
XTX Topco
Cayman Islands
$265K +$285K +9,413 New
SAI
347
Savvy Advisors Inc
New York
$264K +$63.8K +2,109 +29%
RIP
348
RAM Investment Partners
Washington
$263K – – –
OC
349
Optima Capital
Oregon
$262K +$424 +14 +0.2%
AIM
350
Acropolis Investment Management
Missouri
$257K +$10.1K +335 +4%
12 13
14
15 16