We are live on ! Find out more
DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
LJI Wealth Management
Indiana
$647K -$2.11M -59,842 -76%
CFGA
377
Cambridge Financial Group (Arizona)
Arizona
$646K -$510K -14,424 -44%
AFO
378
Aurelius Family Office
New Hampshire
$635K -$1.02K -29 -0.2%
HKIMG
379
Hutchens & Kramer Investment Management Group
Indiana
$631K +$3.85K +109 +0.6%
AWP
380
Astra Wealth Partners
New Jersey
$629K – – –
CWM
381
CarsonAllaria Wealth Management
Illinois
$628K -$57.6K -1,631 -8%
ALWM
382
Andrews Lucia Wealth Management
California
$616K -$9.9K -280 -2%
CA
383
Claris Advisors
Missouri
$605K +$15.3K +432 +3%
FDS
384
Freedom Day Solutions
Texas
$601K +$606K +17,153 New
TF
385
Tandem Financial
Colorado
$600K +$605K +17,122 New
WWM
386
Waterway Wealth Management
Texas
$586K -$1.02M -28,887 -63%
JIC
387
Joel Isaacson & Co
New York
$584K -$18.3K -519 -3%
IA
388
IFP Advisors
Florida
$581K – – –
KPWS
389
Kestra Private Wealth Services
Texas
$581K +$17.8K +503 +3%
QCM
390
Quantinno Capital Management
New York
$580K -$287K -8,107 -33%
WW
391
Wright Wealth
Georgia
$578K +$48.4K +1,369 +9%
PMIM
392
Prudent Man Investment Management
Colorado
$577K – – –
VP
393
Verisail Partners
Georgia
$576K – – –
FF
394
Friday Financial
Iowa
$562K -$240K -6,794 -30%
Janney Montgomery Scott
395
Janney Montgomery Scott
Pennsylvania
$557K +$25.8K +730 +5%
SIM
396
Stratos Investment Management
Ohio
$555K -$283K -8,011 -34%
2L
397
25 LLC
Missouri
$540K -$21.6K -612 -4%
CA
398
Clearstead Advisors
Ohio
$526K +$60.9K +1,724 +13%
HWM
399
HB Wealth Management
Georgia
$526K – – –
MWP
400
Meredith Wealth Planning
Illinois
$524K -$4.63K -131 -0.9%