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EA Bridgeway Omni Small-Cap Value ETF
BSVO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$384M +$368M +21,519,408 New
FPAS
2
Focus Partners Advisor Solutions
Missouri
$97.1M +$14.6M +855,167 +19%
KAM
3
KEB Asset Management
Illinois
$31.8M -$43.5K -2,545 -0.1%
HIGP
4
Hill Investment Group Partners
Missouri
$26.4M -$882K -51,573 -3%
CA
5
Claris Advisors
Missouri
$24.2M +$144K +8,432 +0.6%
FFM
6
Forum Financial Management
Illinois
$14M -$794K -46,423 -6%
EWA
7
EverSource Wealth Advisors
Alabama
$9.58M +$741K +43,351 +9%
GC
8
Gibson Capital
Pennsylvania
$9.55M +$62.4K +3,650 +0.7%
LFA
9
Lauterbach Financial Advisors
Texas
$5.71M -$33.8K -1,976 -0.6%
KAM
10
Kraft Asset Management
Tennessee
$5.55M +$832K +48,653 +19%
DWM
11
Dopkins Wealth Management
New York
$4.88M +$47.2K +2,761 +1%
EAM
12
Evanson Asset Management
California
$3.32M – – –
JTWM
13
Jackson Thornton Wealth Management
Alabama
$3.23M – – –
BAM
14
Bayshore Asset Management
Florida
$2.86M – – –
RCM
15
RB Capital Management
Nevada
$1.82M -$4.46K -261 -0.3%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$1.65M – – –
PWM
17
PBMares Wealth Management
Virginia
$1.39M -$15.5K -908 -1%
CPA
18
Capital Performance Advisors
California
$1.28M +$76.4K +4,470 +7%
MGIA
19
Moneta Group Investment Advisors
Missouri
$1.06M +$463K +27,056 +83%
WW
20
Waterfront Wealth
Kansas
$1.06M – – –
MW
21
Marcum Wealth
Ohio
$918K – – –
BP
22
Ballentine Partners
Massachusetts
$901K +$864K +50,537 New
IA
23
IFG Advisors
Missouri
$763K -$8.1K -474 -1%
KF
24
Krilogy Financial
Missouri
$743K – – –
FT
25
Fiduciary Trust
Massachusetts
$729K +$699K +40,878 New
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