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Alpha Architect 1-3 Month Box ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$159M +$43.3M +395,084 +38%
Renaissance Technologies
2
Renaissance Technologies
New York
$91.3M +$6.59M +60,100 +8%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$74.2M +$17.3M +158,148 +31%
TWD
4
True Wealth Design
Ohio
$62.3M +$4.77M +43,496 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$44.4M -$1.4M -12,774 -3%
LP
6
LGL Partners
Pennsylvania
$42.4M -$27.8M -253,909 -40%
Mariner
7
Mariner
Kansas
$37.2M -$8.14M -74,238 -18%
EFG
8
Ethos Financial Group
Pennsylvania
$36M -$853K -7,786 -2%
ACM
9
ADAR1 Capital Management
Texas
$35.9M +$227K +2,068 +0.6%
PPC
10
Pennington Partners & Co
Maryland
$33.7M +$33.5M +306,031 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$7.39M +67,397 +31%
CIA
12
Compass Ion Advisors
Pennsylvania
$29.7M -$301K -2,747 -1%
IA
13
Insight Advisors
Pennsylvania
$29.2M -$9.3M -84,871 -24%
WH
14
Whitcomb & Hess
Ohio
$24.7M +$1.16M +10,627 +5%
BCG
15
Bravias Capital Group
New Jersey
$22M +$21.8M +199,013 New
OCG
16
Opus Capital Group
Ohio
$16M +$4.54M +41,428 +40%
SFO
17
Stokes Family Office
Louisiana
$15.5M -$139K -1,265 -0.9%
FS
18
Ferguson Shapiro
Georgia
$15.1M -$7.55M -68,890 -33%
SWRP
19
Summit Wealth & Retirement Planning
California
$14M +$657K +5,992 +5%
AQR Capital Management
20
AQR Capital Management
Connecticut
$14M +$8.93M +81,447 +180%
AWA
21
Amplius Wealth Advisors
Pennsylvania
$13.1M +$4.85M +44,292 +60%
HIGP
22
Hill Investment Group Partners
Missouri
$11.6M -$2.2M -20,073 -16%
OMC
23
Old Mission Capital
Illinois
$11.3M +$3.54M +32,288 +46%
TIM
24
Tortoise Investment Management
New York
$10.6M +$872K +7,955 +9%
GI
25
Gradient Investments
Minnesota
$9.63M +$9.57M +87,337 New