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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
RIAS
526
Rachor Investment Advisory Services
Michigan
$120K +$17.9K +478 +18%
MEG
527
Millstone Evans Group
Colorado
$113K +$34.9K +934 +47%
AWM
528
Angeles Wealth Management
California
$113K +$374 +10 +0.3%
AT
529
Arlington Trust
Alabama
$109K – – –
VWA
530
VSM Wealth Advisory
Maryland
$105K – – –
CMP
531
Coston McIsaac & Partners
Maine
$104K +$25.3K +678 +33%
SA
532
Seneschal Advisors
Washington
$92.3K +$4.93K +132 +6%
ACA
533
American Capital Advisory
Idaho
$91.9K – – –
RFA
534
Reyes Financial Architecture
California
$90.8K – – –
GEA
535
Glen Eagle Advisors
New Jersey
$87.3K – – –
HWA
536
HHM Wealth Advisors
Tennessee
$82.9K – – –
TLA
537
Tanglewood Legacy Advisors
Texas
$78.9K – – –
CTWM
538
Cherry Tree Wealth Management
Minnesota
$76.1K +$73.3K +1,962 New
CA
539
CoreCap Advisors
Michigan
$75.5K -$60.7K -1,623 -45%
ATPW
540
Ashton Thomas Private Wealth
Arizona
$75.4K – – –
GTAM
541
Global Trust Asset Management
Florida
$75.3K -$52.3K -1,400 -42%
MFC
542
Morris Financial Concepts
South Carolina
$72K – – –
OC
543
Oakworth Capital
Alabama
$68.2K – – –
WTA
544
Washington Trust Advisors
Massachusetts
$68.1K – – –
GRP
545
Global Retirement Partners
California
$65.1K +$62.8K +1,679 New
TWM
546
Topsail Wealth Management
North Carolina
$61K +$3.63K +97 +7%
CTC
547
Central Trust Company
Missouri
$60K +$57.8K +1,547 New
RPA
548
Redwood Park Advisors
California
$55.4K +$150 +4 +0.3%
HBW
549
Hazlett, Burt & Watson
West Virginia
$52K +$50.3K +1,345 New
SPIA
550
Steward Partners Investment Advisory
New York
$47.8K -$4.19K -112 -8%
20 21
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