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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
426
Frankly Finances
Florida
$382K – – –
BAM
427
Belpointe Asset Management
Nevada
$380K -$63.7K -1,802 -14%
FCA
428
Fortis Capital Advisors
Kansas
$380K -$63.7K -1,802 -14%
LKBC
429
L.K. Benson & Company
Maryland
$379K -$92.6K -2,621 -19%
TI
430
tru Independence
Oregon
$368K – – –
AWA
431
Arkadios Wealth Advisors
Georgia
$365K +$13K +367 +4%
FFO
432
Fortitude Family Office
Arizona
$358K – – –
AWM
433
Apollon Wealth Management
South Carolina
$354K +$2.19K +62 +0.6%
FFG
434
First Financial Group
North Carolina
$344K +$42.3K +1,197 +14%
CCA
435
Clarity Capital Advisors
Florida
$341K +$919 +26 +0.3%
SM
436
Sensible Money
Arizona
$340K +$343K +9,705 New
BHWM
437
Beaird Harris Wealth Management
Texas
$337K +$1.13K +32 +0.3%
KWA
438
Kondo Wealth Advisors
California
$334K – – –
AFGAS
439
Allegiance Financial Group Advisory Services
Virginia
$333K +$54.1K +1,532 +19%
PCM
440
Passive Capital Management
Maryland
$330K +$333K +9,424 New
OC
441
Optima Capital
Oregon
$329K +$778 +22 +0.2%
FCM
442
Fortis Capital Management
Washington
$326K +$5.3K +150 +2%
AWM
443
AE Wealth Management
Kansas
$325K +$61.5K +1,739 +23%
FH
444
Financial Harvest
Florida
$317K – – –
USCWA
445
U.S. Capital Wealth Advisors
Texas
$317K -$22.9K -647 -7%
TCM
446
Triumph Capital Management
Colorado
$315K -$60.8K -1,719 -16%
CWP
447
Concord Wealth Partners
Virginia
$313K +$281K +7,941 +801%
5NPW
448
55 North Private Wealth
Florida
$312K -$198K -5,600 -39%
BWM
449
Bernicke Wealth Management
Wisconsin
$310K +$313K +8,854 New
PFS
450
Professional Financial Solutions
Virginia
$307K +$4.42K +125 +1%
16 17
18
19 20