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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
GK Wealth Management
Nevada
$252K +$250K +2,258 New
Atria Wealth Solutions
202
Atria Wealth Solutions
New York
$249K +$248K +2,235 New
Atomi Financial Group
203
Atomi Financial Group
New York
$246K -$182K -1,642 -43%
HFAS
204
Hummer Financial Advisory Services
Illinois
$245K +$244K +2,200 New
CIAS
205
Capital Investment Advisory Services
North Carolina
$240K – – –
Apollon Wealth Management
206
Apollon Wealth Management
South Carolina
$219K -$715K -6,447 -77%
RWPA
207
Richard W. Paul & Associates
Michigan
$217K – – –
SOS
208
Silver Oak Securities
Tennessee
$217K +$216K +1,946 New
TC
209
TownSquare Capital
Utah
$214K +$212K +1,915 New
Bank of America
210
Bank of America
North Carolina
$212K -$951K -8,575 -82%
NPI
211
New Perspectives Inc
Mississippi
$201K +$200K +1,800 New
APW
212
Atlantic Private Wealth
North Carolina
$136K +$99.8K +900 +278%
WIM
213
Westside Investment Management
California
$134K +$11.1K +100 +9%
MWA
214
Medallion Wealth Advisors
Connecticut
$131K +$887 +8 +0.7%
Principal Securities
215
Principal Securities
Iowa
$110K – – –
PWA
216
Physician Wealth Advisors
Utah
$102K -$2K -18 -2%
Allworth Financial
217
Allworth Financial
California
$64.3K – – –
Smartleaf Asset Management
218
Smartleaf Asset Management
Massachusetts
$29.2K +$29.1K +262 New
KPP
219
Kings Path Partners
Texas
$24.2K – – –
AE Wealth Management
220
AE Wealth Management
Kansas
$20.3K – – –
CPG
221
Cornerstone Planning Group
New Jersey
$20.1K +$9.98K +90 +100%
HBW
222
Hazlett, Burt & Watson
West Virginia
$16K -$46.1K -416 -75%
AssetMark Inc
223
AssetMark Inc
California
$14.2K -$19.4K -175 -58%
MFS
224
Mattson Financial Services
Michigan
$9.25K +$9.21K +83 New
WFA
225
Wells Financial Advisors
Massachusetts
$3.68K – – –