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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
226
Mattson Financial Services
Michigan
$549K +$116K +1,010 +27%
SHWA
227
Safe Harbor Wealth Advisors
Ohio
$547K +$541K +4,732 New
EP
228
E6 Portfolios
Utah
$525K +$521K +4,558 New
CWM
229
Collaborative Wealth Management
Florida
$507K – – –
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$502K -$27.2K -238 -5%
CIAS
231
CFS Investment Advisory Services
New Jersey
$482K – – –
LC
232
Luminist Capital
Michigan
$474K +$410K +3,582 +673%
CPCM
233
Cardinal Point Capital Management
Ontario, Canada
$466K – – –
RZH
234
Relyea Zuckerberg Hanson
Connecticut
$465K +$162K +1,417 +54%
PW
235
Paladin Wealth
Minnesota
$456K +$154K +1,348 +52%
SteelPeak Wealth
236
SteelPeak Wealth
California
$449K -$404K -3,529 -48%
Forum Financial Management
237
Forum Financial Management
Illinois
$434K – – –
SA
238
Sovran Advisors
California
$421K -$92.9K -812 -18%
MWM
239
McMill Wealth Management
Nebraska
$421K +$2.29K +20 +0.5%
Creative Planning
240
Creative Planning
Kansas
$416K +$414K +3,615 New
LKBC
241
L.K. Benson & Company
Maryland
$415K +$458 +4 +0.1%
YWM
242
Yoder Wealth Management
California
$414K +$412K +3,600 New
ZI
243
ZEGA Investments
Florida
$411K -$44.8K -392 -10%
SOS
244
Silver Oak Securities
Tennessee
$406K +$39.9K +349 +11%
Perigon Wealth Management
245
Perigon Wealth Management
California
$404K +$402K +3,511 New
CCM
246
Condor Capital Management
New Jersey
$376K – – –
Atomi Financial Group
247
Atomi Financial Group
New York
$365K +$96K +839 +36%
LC
248
Lavaca Capital
Texas
$358K -$23.9K -209 -6%
KF
249
KKM Financial
Illinois
$353K +$46.3K +405 +15%
IIA
250
IPG Investment Advisors
California
$350K -$14.9K -130 -4%