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
LFA
176
Level Financial Advisors
New York
$69.3K +$50K +2,043 +312%
APC
177
Aspire Private Capital
North Carolina
$65.5K +$62.4K +2,550 New
SIC
178
SJS Investment Consulting
Ohio
$61.9K – – –
GEA
179
Glen Eagle Advisors
New Jersey
$57.8K – – –
PTC
180
Private Trust Company
Ohio
$57.2K – – –
Jones Financial Companies
181
Jones Financial Companies
Missouri
$50.3K +$47.9K +1,957 New
US Bancorp
182
US Bancorp
Minnesota
$48.4K – – –
AWM
183
Avior Wealth Management
Nebraska
$41.9K +$342 +14 +0.9%
Wells Fargo
184
Wells Fargo
California
$39.3K -$263K -10,753 -88%
MFC
185
Morris Financial Concepts
South Carolina
$36.9K +$31.9K +1,305 +1,012%
CCA
186
Column Capital Advisors
Indiana
$28.7K – – –
AC
187
AlphaCore Capital
California
$26.7K – – –
ADL
188
Asset Dedication LLC
California
$26K – – –
CSWM
189
Cassady Schiller Wealth Management
Ohio
$25.4K – – –
LFG
190
Larson Financial Group
Missouri
$23.1K – – –
GRP
191
Global Retirement Partners
California
$20K -$4.48K -183 -19%
PA
192
Parallel Advisors
California
$17.5K +$16.6K +680 New
AF
193
Advisornet Financial
Minnesota
$15.4K – – –
FSWA
194
Financial Synergies Wealth Advisors
Texas
$14.3K +$7.44K +304 +120%
S
195
SignatureFD
Georgia
$6.55K +$3.06K +125 +96%
IA
196
IFP Advisors
Florida
$6.04K +$3.74K +153 +187%
VCM
197
Versant Capital Management
Arizona
$5.53K +$5.26K +215 New
CT
198
Colonial Trust
South Carolina
$5.47K – – –
CWP
199
Concord Wealth Partners
Virginia
$3.78K +$24 +1 +0.7%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$1.88K +$1.79K +73 New