We are live on ! Find out more
TCAF icon

T. Rowe Price Capital Appreciation Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMAI
251
Capital Management Associates Inc
Minnesota
$205K +$191K +5,818 New
TSWM
252
Tyler-Stone Wealth Management
Ohio
$200K +$186K +5,681 New
AAS
253
Ameritas Advisory Services
Nebraska
$174K -$214K -6,526 -57%
SPIA
254
Steward Partners Investment Advisory
New York
$129K +$14.5K +443 +14%
GWSG
255
GPS Wealth Strategies Group
Colorado
$126K +$39.8K +1,212 +51%
FCG
256
Financial Connections Group
California
$123K
AAG
257
Accordant Advisory Group
Maryland
$122K +$113K +3,450 New
WW
258
Winnow Wealth
Texas
$122K +$113K +3,450 New
FFA
259
Farther Finance Advisors
California
$73.5K +$2.89K +88 +4%
AG
260
AmeriFlex Group
Nevada
$64.7K -$216K -6,595 -78%
GWM
261
Geneos Wealth Management
Colorado
$56.3K +$21.8K +665 +72%
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$44.1K +$1.34K +41 +3%
TIM
263
Tortoise Investment Management
New York
$35.8K
GWSA
264
Global Wealth Strategies & Associates
Colorado
$28.2K
PWA
265
Principia Wealth Advisory
Texas
$27.8K +$328 +10 +1%
LWMI
266
Legacy Wealth Management (Idaho)
Idaho
$23.9K
LIS
267
Legacy Investment Solutions
Idaho
$23.9K +$22.2K +677 New
BWL
268
Bogart Wealth LLC
Virginia
$17.6K
FPF
269
First Pacific Financial
Washington
$16.2K +$15.1K +459 New
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$13.8K -$12.6K -385 -50%
VWWMG
271
Vermillion & White Wealth Management Group
Pennsylvania
$9.63K +$1.41K +43 +19%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$8.22K +$7.64K +233 New
US Bancorp
273
US Bancorp
Minnesota
$7.8K +$7.25K +221 New
CIA
274
Cape Investment Advisory
Georgia
$4.87K
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$3.14K