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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
376
Criterion Capital Advisors
Tennessee
$26.2K – – –
GRP
377
Global Retirement Partners
California
$25.3K -$1.08K -34 -4%
AWM
378
AE Wealth Management
Kansas
$24.3K +$25K +788 New
CMP
379
Coston McIsaac & Partners
Maine
$21K +$22.8K +719 New
PA
380
Parallel Advisors
California
$20.9K – – –
IA
381
IFP Advisors
Florida
$17.1K +$8.71K +275 +98%
VWM
382
Vermillion Wealth Management
Minnesota
$16.3K +$16.7K +528 New
NB
383
NBT Bank
New York
$15.9K – – –
GWSG
384
GPS Wealth Strategies Group
Colorado
$13.4K – – –
DF
385
DecisionPoint Financial
Arizona
$12.6K – – –
TCM
386
TruNorth Capital Management
Michigan
$11.4K – – –
ACA
387
Aptus Capital Advisors
Alabama
$11.3K -$80.1K -2,531 -87%
GWANC
388
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.3K – – –
EF
389
Empowered Funds
Pennsylvania
$10.8K +$11.1K +352 New
HI
390
Harbour Investments
Wisconsin
$9.45K +$9.72K +307 New
EFP
391
EnRich Financial Partners
Wisconsin
$8.37K – – –
OA
392
Operose Advisors
Wisconsin
$7.79K +$8.01K +253 New
SAM
393
Smartleaf Asset Management
Massachusetts
$6.07K – – –
JWA
394
JFS Wealth Advisors
Pennsylvania
$4.77K – – –
CWP
395
Concord Wealth Partners
Virginia
$4.62K – – –
VCM
396
Versant Capital Management
Arizona
$4.25K – – –
AWM
397
Avondale Wealth Management
Texas
$3.89K – – –
TAM
398
Tucker Asset Management
Colorado
$3.08K – – –
GI
399
GAMMA Investing
California
$2.99K – – –
GFPC
400
Global Financial Private Client
Florida
$2.92K +$633 +20 +27%