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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
401
Lazari Capital Management
California
$522K -$29.5K -835 -5%
BCA
402
Bay Colony Advisors
Massachusetts
$520K +$173K +4,905 +49%
AC
403
AlphaCore Capital
California
$519K +$10.3K +292 +2%
OFS
404
Opus Financial Solutions
Illinois
$518K +$28.3K +800 +6%
DFP
405
Donalies Financial Planning
District of Columbia
$514K +$884 +25 +0.2%
JWM
406
Johnson Wealth Management
North Dakota
$511K -$42.1K -1,190 -8%
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
$511K -$80.6K -2,280 -14%
EP
408
Essential Planning
New Hampshire
$507K -$636 -18 -0.1%
PIFP
409
Partners in Financial Planning
Virginia
$503K +$63.8K +1,804 +14%
CPWM
410
Cypress Point Wealth Management
Texas
$496K – – –
SWM
411
Selective Wealth Management
Virginia
$488K +$465K +13,169 New
CWM
412
Capstone Wealth Management
Montana
$475K -$7.03K -199 -1%
PAG
413
Private Advisor Group
New Jersey
$474K +$260K +7,350 +119%
SWM
414
Silverlake Wealth Management
Vermont
$469K +$473K +13,376 New
VAMG
415
Voisard Asset Management Group
Michigan
$467K -$707 -20 -0.1%
YWM
416
Yardley Wealth Management
Pennsylvania
$440K – – –
WRPWM
417
Werba Rubin Papier Wealth Management
California
$437K +$919 +26 +0.2%
LFS
418
Lutz Financial Services
Nebraska
$431K +$7.25K +205 +2%
AIM
419
Acropolis Investment Management
Missouri
$428K +$49.2K +1,393 +13%
ACP
420
Argyle Capital Partners
California
$405K +$9.4K +266 +2%
THL
421
Tillman Hartley LLC
Colorado
$403K -$64K -1,811 -14%
AWM
422
Austin Wealth Management
Texas
$402K -$108K -3,053 -21%
IWC
423
Infinity Wealth Counsel
Ohio
$395K +$28.3K +800 +8%
FC
424
Family CFO
California
$393K – – –
EWA
425
Elevate Wealth Advisory
Georgia
$389K +$3.29K +93 +0.8%
15 16
17
18 19