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
BTI
126
Blue Trust Inc
Georgia
$653K +$641K +26,202 New
TH
127
Team Hewins
California
$649K -$664K -27,128 -52%
ME
128
McIlrath & Eck
Washington
$611K +$566K +23,144 +3,639%
RWP
129
Revolve Wealth Partners
New Jersey
$570K +$542K +22,170 New
PWA
130
Physician Wealth Advisors
Utah
$539K +$245 +10 +0%
GJIA
131
Glass Jacobson Investment Advisors
Maryland
$524K +$499K +20,402 New
MFA
132
McClarren Financial Advisors
Pennsylvania
$513K +$212K +8,661 +76%
PPW
133
Parcion Private Wealth
Washington
$499K +$475K +19,399 New
FWM
134
FMB Wealth Management
California
$495K +$180K +7,375 +62%
AWM
135
Apollon Wealth Management
South Carolina
$491K -$245K -10,000 -34%
MFG
136
Mendota Financial Group
Wisconsin
$484K +$439K +17,935 +1,995%
WCWM
137
Willow Creek Wealth Management
California
$471K +$14K +571 +3%
RGC
138
Roberts, Glore & Co
Illinois
$448K +$153K +6,275 +56%
WP
139
WMS Partners
Maryland
$415K +$395K +16,156 New
TWA
140
TCI Wealth Advisors
Arizona
$397K – – –
MML Investors Services
141
MML Investors Services
Massachusetts
$383K +$124K +5,059 +51%
SC
142
Shearwater Capital
Colorado
$383K +$94.4K +3,858 +35%
WRPWM
143
Werba Rubin Papier Wealth Management
California
$380K +$362K +14,799 New
BEW
144
Burton Enright Welch
California
$372K +$64.7K +2,644 +22%
RRC
145
Relaxing Retirement Coach
Massachusetts
$359K +$341K +13,953 New
SS
146
Simplicity Solutions
Minnesota
$347K -$179K -7,313 -35%
MA
147
Mutual Advisors
Nebraska
$345K +$116K +4,736 +54%
GLLW
148
Graves Light Lenhart Wealth
Virginia
$328K – – –
QHA
149
Quarry Hill Advisors
Minnesota
$327K -$66.8K -2,731 -18%
SPC
150
Sigma Planning Corp
Michigan
$323K +$51.3K +2,097 +20%