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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
326
Prosperity Capital Advisors
Ohio
$961K -$105K -2,976 -10%
FG
327
Foster Group
Iowa
$945K -$17.9K -507 -2%
BC
328
BDFS Capital
Delaware
$942K +$45.7K +1,293 +5%
PWP
329
Ponta Wealth Partners
Florida
$926K -$297K -8,398 -24%
WMA
330
William Mack & Associates
Michigan
$923K +$665K +18,812 +250%
LWM
331
Lodestone Wealth Management
Washington
$917K +$41.8K +1,184 +5%
GTWM
332
Global Trust Wealth Management
Florida
$912K +$114K +3,227 +14%
FPI
333
Financial Plan Inc
Washington
$904K +$4.06K +115 +0.4%
PHWM
334
Pine Harbor Wealth Management
Maryland
$896K -$62.6K -1,771 -6%
CCC
335
Compass Capital Corp
Massachusetts
$883K +$175K +4,942 +27%
HSWS
336
Higgins & Schmidt Wealth Strategies
Colorado
$877K +$37.3K +1,054 +4%
TWM
337
TCFG Wealth Management
California
$873K -$20.5K -580 -2%
TIA
338
TCFG Investment Advisors
California
$873K +$881K +24,918 New
DT
339
Diversified Trust
Tennessee
$869K – – –
MA
340
MSA Advisors
California
$869K +$876K +24,793 New
CMBA
341
C.M. Bidwell & Associates
Hawaii
$858K -$58.2K -1,647 -6%
GM
342
GeoWealth Management
Illinois
$856K +$322K +9,097 +59%
RW
343
REDW Wealth
New Mexico
$855K -$10.7K -304 -1%
MKW
344
Mullaney, Keating & Wright
Connecticut
$844K +$1.91K +54 +0.2%
CAM
345
Clark Asset Management
New Hampshire
$839K +$271K +7,657 +47%
BEAM
346
Baker Ellis Asset Management
Washington
$834K +$558K +15,800 +198%
WANY
347
Wealthspire Advisors (New York)
New York
$821K -$138K -3,903 -14%
CIA
348
Compass Ion Advisors
Pennsylvania
$818K +$23.6K +668 +3%
VCP
349
Vista Capital Partners
Oregon
$807K -$3.5K -99 -0.4%
ASN
350
Advisory Services Network
Georgia
$798K +$4.56K +129 +0.6%
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