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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZI
226
ZEGA Investments
Florida
$1.01M +$579K +4,961 +135%
BFG
227
Birch Financial Group
New Hampshire
$1M +$997K +8,546 New
CI
228
CPR Investments
Michigan
$1M +$997K +8,542 New
SGCA
229
Steel Grove Capital Advisors
Tennessee
$999K – – –
IC
230
Innealta Capital
Texas
$991K +$148K +1,264 +18%
EWM
231
Evolution Wealth Management
Florida
$984K +$980K +8,401 New
LWMI
232
Legacy Wealth Management (Idaho)
Idaho
$976K +$972K +8,332 New
RFP
233
Root Financial Partners
California
$969K -$121K -1,033 -11%
CA
234
Claro Advisors
Massachusetts
$963K +$38.3K +328 +4%
CPC
235
Cadia Private Client
New Jersey
$944K – – –
Miracle Mile Advisors
236
Miracle Mile Advisors
California
$938K – – –
KG
237
Kilter Group
New York
$930K +$100K +857 +12%
PFA
238
Professional Financial Advisors
Nebraska
$926K -$332K -2,841 -26%
MWM
239
McMill Wealth Management
Nebraska
$918K +$915K +7,837 New
CL
240
CLG LLC
California
$909K -$9.34K -80 -1%
JWM
241
Jessup Wealth Management
Ohio
$899K – – –
Arkadios Wealth Advisors
242
Arkadios Wealth Advisors
Georgia
$893K +$890K +7,629 New
SI
243
Seeds Investor
New York
$892K +$258K +2,208 +41%
Morgan Stanley
244
Morgan Stanley
New York
$888K +$628K +5,385 +244%
CF
245
Centaurus Financial
California
$888K +$3.73K +32 +0.4%
SPWM
246
Straight Path Wealth Management
Michigan
$887K -$5.37K -46 -0.6%
OAS
247
Optivise Advisory Services
Tennessee
$870K +$55.9K +479 +7%
MPW
248
Magnolia Private Wealth
Pennsylvania
$846K -$959K -8,218 -53%
MFS
249
Mattson Financial Services
Michigan
$834K +$273K +2,340 +49%
PPW
250
Parcion Private Wealth
Washington
$813K – – –