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T. Rowe Price Capital Appreciation Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
276
CreativeOne Wealth
Kansas
$258K +$259K +6,750 New
GF
277
GGM Financials
Ohio
$257K +$83.1K +2,170 +48%
LWA
278
Lantern Wealth Advisors
New York
$256K +$257K +6,701 New
PI
279
PFG Investments
New York
$255K +$256K +6,674 New
NAS
280
NWF Advisory Services
California
$250K -$40K -1,043 -14%
GPWA
281
Gaddis Premier Wealth Advisors
Oklahoma
$243K +$244K +6,362 New
AAS
282
Ameritas Advisory Services
Nebraska
$243K +$90.1K +2,352 +59%
PFG
283
Pacific Financial Group
Washington
$233K +$1.15K +30 +0.5%
AssetMark Inc
284
AssetMark Inc
California
$230K +$651 +17 +0.3%
MWM
285
Meridian Wealth Management
Kentucky
$219K +$12.6K +330 +6%
CMAI
286
Capital Management Associates Inc
Minnesota
$217K -$4.98K -130 -2%
PCG
287
Prosperity Consulting Group
Maryland
$217K
HSA
288
HBK Sorce Advisory
Pennsylvania
$215K -$8.35K -218 -4%
SIAP
289
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K +$211K +5,500 New
VPP
290
Vertex Planning Partners
Illinois
$209K +$383 +10 +0.2%
OPA
291
Old Port Advisors
Maine
$206K +$206K +5,390 New
GIA
292
Gladstone Institutional Advisory
Florida
$206K +$206K +5,384 New
SWA
293
Sax Wealth Advisors
New Jersey
$203K +$203K +5,300 New
Fidelity Investments
294
Fidelity Investments
Massachusetts
$170K -$209K -5,446 -55%
MCM
295
MidAtlantic Capital Management
Virginia
$151K +$151K +3,949 New
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$140K +$53.5K +1,397 +62%
RDFA
297
Ritter Daniher Financial Advisory
Ohio
$138K +$138K +3,600 New
FCG
298
Financial Connections Group
California
$133K +$77 +2 +0.1%
MS
299
Monetary Solutions
Ohio
$99.6K +$99.8K +2,605 New
GWM
300
Geneos Wealth Management
Colorado
$88.1K +$11.9K +310 +16%