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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
226
Goldman Sachs
New York
$319K
IA
227
IFP Advisors
Florida
$305K
KF
228
KKM Financial
Illinois
$303K -$534K -4,714 -64%
PSCM
229
Per Stirling Capital Management
Texas
$299K
RZH
230
Relyea Zuckerberg Hanson
Connecticut
$299K +$297K +2,626 New
PW
231
Paladin Wealth
Minnesota
$298K +$56.2K +496 +23%
SWM
232
SeaCrest Wealth Management
New York
$296K
APA
233
Astoria Portfolio Advisors
New York
$285K +$283K +2,500 New
LFG
234
Larson Financial Group
Missouri
$285K -$92.9K -820 -25%
MA
235
MKT Advisors
California
$284K -$49.5K -437 -15%
TFA
236
Teamwork Financial Advisors
Texas
$270K -$248K -2,190 -48%
OWM
237
OneAscent Wealth Management
Alabama
$266K +$265K +2,339 New
AFG
238
Atomi Financial Group
New York
$265K +$13.9K +123 +6%
SWA
239
Stratos Wealth Advisors
Ohio
$263K +$22.3K +197 +9%
PAG
240
Private Advisory Group
Washington
$255K -$3.41M -30,142 -93%
XPN
241
XY Planning Network
Montana
$254K
HKIMG
242
Hutchens & Kramer Investment Management Group
Indiana
$251K -$17.4K -154 -7%
HFAS
243
Hummer Financial Advisory Services
Illinois
$250K
PGF
244
Plan Group Financial
Oklahoma
$246K +$245K +2,161 New
LEFP
245
Leading Edge Financial Planning
Tennessee
$243K +$242K +2,138 New
BCM
246
BluePath Capital Management
Georgia
$230K +$229K +2,019 New
RWPA
247
Richard W. Paul & Associates
Michigan
$222K
PWA
248
Physician Wealth Advisors
Utah
$218K
Bank of America
249
Bank of America
North Carolina
$216K
APW
250
Atlantic Private Wealth
North Carolina
$204K +$21.3K +188 +12%