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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
Root Financial Partners
California
$1.07M – – –
EMAM
177
Encompass More Asset Management
California
$1.06M +$491K +4,291 +88%
Citizens Financial Group
178
Citizens Financial Group
Rhode Island
$1.05M – – –
5NPW
179
55 North Private Wealth
Florida
$1.03M +$1.02M +8,924 New
JP Morgan Chase
180
JP Morgan Chase
New York
$1.02M -$50.5K -441 -5%
CWA
181
Canvas Wealth Advisors
Kansas
$1.02M +$85.8K +750 +9%
&Partners
182
&Partners
Tennessee
$1.01M +$820K +7,167 +449%
Stephens Inc
183
Stephens Inc
Arkansas
$1M -$103K -900 -9%
RFG Advisory
184
RFG Advisory
Alabama
$990K -$79.3K -693 -7%
Marex Group
185
Marex Group
$990K +$91.5K +800 +10%
CF
186
Centaurus Financial
California
$988K +$262K +2,292 +36%
RAG
187
RIA Advisory Group
Iowa
$986K -$275K -2,401 -22%
SPWM
188
Straight Path Wealth Management
Michigan
$980K +$244K +2,130 +33%
PGF
189
Plan Group Financial
Oklahoma
$961K +$708K +6,189 +286%
SGCA
190
Steel Grove Capital Advisors
Tennessee
$940K – – –
CPC
191
Cadia Private Client
New Jersey
$928K +$922K +8,061 New
Miracle Mile Advisors
192
Miracle Mile Advisors
California
$922K +$916K +8,009 New
TFS
193
Thoroughbred Financial Services
Tennessee
$911K -$110K -958 -11%
JWM
194
Jessup Wealth Management
Ohio
$883K – – –
MPW
195
Magnolia Private Wealth
Pennsylvania
$881K -$149K -1,306 -15%
CL
196
CLG LLC
California
$872K +$31.8K +278 +4%
SWM
197
SHP Wealth Management
Massachusetts
$869K +$863K +7,546 New
VF
198
Vestment Financial
Minnesota
$860K +$39.4K +344 +5%
Sax Wealth Advisors
199
Sax Wealth Advisors
New Jersey
$827K -$77.1K -674 -9%
JWM
200
JPL Wealth Management
Colorado
$820K +$811K +7,090 +19,694%