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T. Rowe Price Capital Appreciation Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
226
Comprehensive Financial Planning
Pennsylvania
$82.3K +$83.3K +2,472 New
BWL
227
Bogart Wealth LLC
Virginia
$66.5K
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$40.2K -$3.94K -117 -9%
TRCT
229
Tower Research Capital (TRC)
New York
$39.3K +$39.8K +1,182 New
TIM
230
Tortoise Investment Management
New York
$33.7K +$34.2K +1,014 New
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$33K +$10.1K +301 +44%
WT
232
Washington Trust
Rhode Island
$29.1K
GWSA
233
Global Wealth Strategies & Associates
Colorado
$26.6K +$27K +800 New
PWA
234
Principia Wealth Advisory
Texas
$25.1K +$25.5K +755 New
LIS
235
Legacy Investment Solutions
Idaho
$23K
LWMI
236
Legacy Wealth Management (Idaho)
Idaho
$23K
PIS
237
POM Investment Strategies
North Carolina
$22.6K +$506 +15 +2%
CFD
238
Creative Financial Designs
Indiana
$20.2K +$101 +3 +0.5%
IA
239
IFP Advisors
Florida
$16.6K
US Bancorp
240
US Bancorp
Minnesota
$14.8K +$15K +444 New
FFA
241
Farther Finance Advisors
California
$9.32K +$9.44K +280 New
AA
242
AlphaMark Advisors
Kentucky
$9K +$9.1K +270 New
JP Morgan Chase
243
JP Morgan Chase
New York
$8.78K +$8.9K +264 New
ME
244
McIlrath & Eck
Washington
$6.85K
IHWM
245
Iron Horse Wealth Management
Iowa
$5.86K
VWWMG
246
Vermillion & White Wealth Management Group
Pennsylvania
$2.69K
MSFP
247
Mark Sheptoff Financial Planning
Connecticut
$1.96K +$1.99K +59 New
IWP
248
IAG Wealth Partners
Wisconsin
$1.73K
ZIMP
249
Zimmermann Investment Management & Planning
Pennsylvania
-$2.71M -81,488 Closed
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
-$1.7M -51,226 Closed