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icono de TCAF

T. Rowe Price Capital Appreciation Equity ETF
TCAF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
DM
101
Diversified Management
Wisconsin
USD 6.14 M +USD 16.9 k +428 +0.3%
Tanglewood Wealth Management
102
Tanglewood Wealth Management
Texas
USD 6.13 M +USD 94.5 k +2,392 +2%
KCM
103
KM Capital Management
Texas
USD 6.1 M +USD 261 k +6,613 +5%
Modern Wealth Management
104
Modern Wealth Management
Kansas
USD 6.05 M -USD 44.7 M -1,131,767 -88%
Capital Investment Advisory Services
105
Capital Investment Advisory Services
North Carolina
USD 5.83 M +USD 669 k +16,939 +14%
SFC
106
Sprinkle Financial Consultants
Colorado
USD 5.75 M +USD 165 k +4,178 +3%
PS
107
Planning Strategies
Pennsylvania
USD 5.62 M +USD 5.41 M +136,760 Nuevas
Equitable Holdings
108
Equitable Holdings
New York
USD 5.48 M -USD 9.45 k -239 -0.2%
IHT Wealth Management
109
IHT Wealth Management
Illinois
USD 5.34 M +USD 1.28 M +32,509 +33%
Integrated Wealth Concepts
110
Integrated Wealth Concepts
Massachusetts
USD 5.07 M -USD 1.13 M -28,588 -19%
TFS
111
Thoroughbred Financial Services
Tennessee
USD 5.04 M -USD 320 k -8,108 -6%
MAI Capital Management
112
MAI Capital Management
Ohio
USD 4.97 M +USD 463 k +11,712 +11%
Advisory Services Network
113
Advisory Services Network
Georgia
USD 4.91 M +USD 25.4 k +643 +0.5%
CAG
114
Centerpoint Advisory Group
Kansas
USD 4.76 M +USD 86.3 k +2,183 +2%
Natixis Advisors
115
Natixis Advisors
Massachusetts
USD 4.43 M +USD 196 k +4,954 +5%
Sigma Planning Corp
116
Sigma Planning Corp
Michigan
USD 4.35 M -USD 547 k -13,837 -12%
WWA
117
Wingate Wealth Advisors
Massachusetts
USD 4.13 M +USD 405 k +10,259 +11%
Truist Financial
118
Truist Financial
North Carolina
USD 4.13 M +USD 179 k +4,533 +5%
Merit Financial Group
119
Merit Financial Group
Georgia
USD 4.06 M -USD 299 k -7,555 -7%
RPGK
120
Retirement Planning Group (Kansas)
Kansas
USD 4.02 M -USD 7.79 k -197 -0.2%
Liberty Wealth Management
121
Liberty Wealth Management
California
USD 3.97 M – – –
UAG
122
United Advisor Group
Ohio
USD 3.9 M +USD 714 k +18,073 +24%
Harbor Investment Advisory
123
Harbor Investment Advisory
Maryland
USD 3.88 M +USD 414 k +10,480 +12%
WWA
124
WCG Wealth Advisors
Nevada
USD 3.87 M -USD 3.66 M -92,482 -50%
Kestra Private Wealth Services
125
Kestra Private Wealth Services
Texas
USD 3.75 M +USD 19.4 k +490 +0.5%
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