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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$116M -$7.9M -73,734 -6%
LP
2
LGL Partners
Pennsylvania
$69.9M +$69.5M +648,794 New
Renaissance Technologies
3
Renaissance Technologies
New York
$69.2M +$15.2M +141,800 +28%
TWD
4
True Wealth Design
Ohio
$60.1M +$9.32M +87,036 +19%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.7M +$31.2M +291,452 +111%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$50.6M +$12.8M +119,404 +34%
IA
7
Insight Advisors
Pennsylvania
$38.5M +$6.12M +57,117 +19%
ACM
8
ADAR1 Capital Management
Texas
$37.9M +$3.57M +33,362 +10%
FS
9
Ferguson Shapiro
Georgia
$36.4M +$5.98M +55,828 +20%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$29.5M +$6.26M +58,395 +27%
EFG
11
Ethos Financial Group
Pennsylvania
$27.5M +$20.7M +193,524 +315%
WH
12
Whitcomb & Hess
Ohio
$23M +$22.8M +213,178 New
Creative Planning
13
Creative Planning
Kansas
$21.3M +$20.9M +195,329 +8,493%
Morgan Stanley
14
Morgan Stanley
New York
$19M +$18.8M +175,931 +36,960%
CIA
15
Compass Ion Advisors
Pennsylvania
$17.1M +$349K +3,254 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$15.9M +$5.53M +51,665 +54%
SFO
17
Stokes Family Office
Louisiana
$12.6M +$5.58M +52,085 +80%
HIGP
18
Hill Investment Group Partners
Missouri
$12.5M +$10.1M +93,864 +426%
SWRP
19
Summit Wealth & Retirement Planning
California
$12.4M +$386K +3,599 +3%
HIG
20
Herr Investment Group
Texas
$9.1M +$9.04M +84,429 New
UFM
21
Ursa Fund Management
California
$8.09M +$8.03M +75,000 New
OCG
22
Opus Capital Group
Ohio
$7.77M +$2.45M +22,870 +46%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.56M +$4.61M +43,040 +159%
CP
24
Castleview Partners
Texas
$7.46M +$1.3M +12,134 +21%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$6.53M +$6.49M +60,558 New