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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
351
Partners in Financial Planning
Virginia
$366K +$345K +12,449 New
SWM
352
Spire Wealth Management
Virginia
$366K -$80.4K -2,902 -19%
LFS
353
Lutz Financial Services
Nebraska
$348K +$327K +11,818 New
BWMG
354
Bannerman Wealth Management Group
Texas
$345K +$22.9K +826 +8%
LFA
355
Lauterbach Financial Advisors
Texas
$344K -$213K -7,676 -40%
THL
356
Tillman Hartley LLC
Colorado
$343K +$166 +6 +0.1%
GTAM
357
Global Trust Asset Management
Florida
$336K -$361K -13,043 -53%
RWA
358
Redmont Wealth Advisors
Illinois
$327K +$13.9K +503 +5%
VAMG
359
Voisard Asset Management Group
Michigan
$315K +$296K +10,701 New
FC
360
Family CFO
California
$313K +$295K +10,643 New
FFO
361
Fortitude Family Office
Arizona
$312K +$294K +10,612 New
MSFS
362
Main Street Financial Solutions
Pennsylvania
$306K -$23.5K -850 -8%
AWA
363
Arkadios Wealth Advisors
Georgia
$305K -$2.21K -80 -0.8%
KWA
364
Kondo Wealth Advisors
California
$300K +$13.6K +490 +5%
CAM
365
Clark Asset Management
New Hampshire
$292K +$275K +9,932 New
USCWA
366
U.S. Capital Wealth Advisors
Texas
$292K -$1.36K -49 -0.5%
EWA
367
Elevate Wealth Advisory
Georgia
$291K +$415 +15 +0.2%
FCM
368
Fortis Capital Management
Washington
$288K +$1.27K +46 +0.5%
BHWM
369
Beaird Harris Wealth Management
Texas
$280K – – –
OC
370
Optima Capital
Oregon
$275K +$609 +22 +0.2%
AIM
371
Acropolis Investment Management
Missouri
$268K – – –
IWC
372
Infinity Wealth Counsel
Ohio
$268K +$46.4K +1,675 +23%
SAI
373
Savvy Advisors Inc
New York
$267K -$8.03K -290 -3%
ACP
374
Argyle Capital Partners
California
$264K +$1.44K +52 +0.6%
NFP
375
Narus Financial Partners
Utah
$258K -$69.5K -2,511 -22%
13 14
15
16 17