Global Retirement Partners’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Global Retirement Partners’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
2025 Q4	$4.36M	Buy	121,464 +10,165	+9%	+$361K	0.08%	237
2025 Q3	$3.91M	Buy	111,299 +18,493	+20%	+$630K	0.09%	210
2025 Q2	$3.04M	Buy	+92,806	New	+$2.85M	0.08%	240
2024 Q4	$1.28M	Buy	39,677 +2,875	+8%	+$95.7K	0.04%	395
2024 Q3	$1.19M	Buy	+36,802	New	+$1.15M	0.04%	400

Other funds holding TMSL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

KCM

Kendall Capital Management Rockville, Maryland $488M AUM 28.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Global Retirement Partners's TMSL Position: Q4 2025 in Review

Global Retirement Partners increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 9.1% in Q4 2025, buying an estimated $361K and bringing the position to 121,464 shares worth $4.36M. The position accounts for 0.08% of the portfolio, ranked #237.

Global Retirement Partners first reported a position in TMSL in Q3 2024 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold TMSL as of Q4 2025.

Global Retirement Partners held 121,464 shares of T. Rowe Price Small-Mid Cap ETF worth $4.36M as of Q4 2025.
Global Retirement Partners bought 10,165 T. Rowe Price Small-Mid Cap ETF shares in Q4 2025, an estimated $361K.
T. Rowe Price Small-Mid Cap ETF made up 0.08% of Global Retirement Partners's portfolio in Q4 2025, its #237 holding.
Global Retirement Partners first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2024 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.