Farther Finance Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Farther Finance Advisors’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34M	Sell	98,933 -2,955	-3%	-$121K	0.03%	445
2026 Q1	$3.77M	Buy	101,888 +1,488	+1%	+$56.3K	0.04%	425
2025 Q4	$3.6M	Sell	100,400 -8,953	-8%	-$318K	0.04%	391
2025 Q3	$3.85M	Sell	109,353 -6,625	-6%	-$226K	0.06%	278
2025 Q2	$3.8M	Sell	115,978 -59,239	-34%	-$1.82M	0.08%	229
2025 Q1	$5.35M	Buy	+175,217	New	+$5.69M	0.14%	141

Other funds holding TMSL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Farther Finance Advisors's TMSL Position: Q2 2026 in Review

Farther Finance Advisors reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 2.9% in Q2 2026, selling an estimated $121K and leaving 98,933 shares worth $4.34M. The position accounts for 0.03% of the portfolio, ranked #445.

Farther Finance Advisors first reported a position in TMSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.35M in Q1 2025. 15 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Farther Finance Advisors held 98,933 shares of T. Rowe Price Small-Mid Cap ETF worth $4.34M as of Q2 2026.
Farther Finance Advisors sold 2,955 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $121K.
T. Rowe Price Small-Mid Cap ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #445 holding.
Farther Finance Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $5.35M in Q1 2025.
15 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.