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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
351
Westside Investment Management
California
$164K – – –
SWM
352
SHP Wealth Management
Massachusetts
$154K – – –
UBS Group
353
UBS Group
Switzerland
$154K +$153K +1,311 New
W
354
WealthCollab
Washington
$150K – – –
Allworth Financial
355
Allworth Financial
California
$149K -$43.8K -375 -23%
AE Wealth Management
356
AE Wealth Management
Kansas
$136K -$28.6K -245 -17%
CPG
357
Cornerstone Planning Group
New Jersey
$129K -$4.55K -39 -3%
Smartleaf Asset Management
358
Smartleaf Asset Management
Massachusetts
$128K – – –
MWA
359
Medallion Wealth Advisors
Connecticut
$126K +$5.37K +46 +4%
PWA
360
Physician Wealth Advisors
Utah
$117K – – –
BlackRock
361
BlackRock
New York
$113K +$59.9K +513 +114%
RWPA
362
Richard W. Paul & Associates
Michigan
$111K -$68.9K -590 -38%
HBW
363
Hazlett, Burt & Watson
West Virginia
$94K -$10.5K -90 -10%
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$63.5K – – –
GSEP
365
Golden State Equity Partners
California
$46.8K -$1.95M -16,725 -98%
T
366
Tidemark
California
$46.3K +$46.1K +395 New
Tower Research Capital (TRC)
367
Tower Research Capital (TRC)
New York
$31.3K +$31.2K +267 New
Federation des caisses Desjardins du Quebec
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.7K – – –
HCM
369
Hollencrest Capital Management
California
$29.6K – – –
SouthState Corp
370
SouthState Corp
Florida
$18.9K +$18.8K +161 New
AssetMark Inc
371
AssetMark Inc
California
$17.8K – – –
Wells Fargo
372
Wells Fargo
California
$4.92K – – –
SignatureFD
373
SignatureFD
Georgia
$3.51K – – –
GJIA
374
Glass Jacobson Investment Advisors
Maryland
$1.41K – – –
KFP
375
Kerr Financial Planning
California
$235 -$117 -1 -33%