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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
$278M +$74.8M +653,365 +37%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$69.7M +$139K +1,219 +0.2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$57.7M +$1.84M +16,069 +3%
TWD
4
True Wealth Design
Ohio
$54.8M +$1.94M +16,924 +4%
PPC
5
Pennington Partners & Co
Maryland
$47.1M +$19.4M +169,969 +71%
Mariner
6
Mariner
Kansas
$44.2M +$7.75M +67,728 +21%
HighTower Advisors
7
HighTower Advisors
Illinois
$39.2M +$9.63M +84,209 +33%
ACM
8
ADAR1 Capital Management
Texas
$38.8M
EFG
9
Ethos Financial Group
Pennsylvania
$36.6M +$1.53M +13,401 +4%
IA
10
Insight Advisors
Pennsylvania
$36.6M +$120K +1,053 +0.3%
CG
11
Cynosure Group
Utah
$35.4M +$35.2M +307,597 New
EF
12
Empowered Funds
Pennsylvania
$33.6M +$8.73M +76,297 +35%
OCG
13
Opus Capital Group
Ohio
$30.6M +$7.6M +66,460 +33%
WH
14
Whitcomb & Hess
Ohio
$29.1M +$2.75M +24,052 +11%
KCM
15
Kalehua Capital Management
Texas
$26.6M +$26.4M +230,787 New
BCG
16
Bravias Capital Group
New Jersey
$26.4M -$549K -4,795 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$25.8M -$1.98M -17,339 -7%
CIA
18
Compass Ion Advisors
Pennsylvania
$23.8M -$107K -932 -0.4%
TAM
19
Titleist Asset Management
Texas
$23.8M
AWA
20
Amplius Wealth Advisors
Pennsylvania
$22.1M +$1.56M +13,611 +8%
KCM
21
Kathmere Capital Management
Pennsylvania
$21.2M -$5.98M -52,246 -22%
JG
22
Jain Global
New York
$20.9M +$20.8M +181,455 New
SS
23
Sunbelt Securities
Texas
$19.8M -$1.45M -12,713 -7%
SWRP
24
Summit Wealth & Retirement Planning
California
$16.7M +$845K +7,388 +5%
PWA
25
Peterson Wealth Advisors
Utah
$16.4M +$332K +2,902 +2%