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T. Rowe Price Capital Appreciation Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
LongView Wealth Management
Georgia
$256K -$603K -16,100 -71%
BDFN
277
Bond & Devick Financial Network
Minnesota
$255K
SPIA
278
Steward Partners Investment Advisory
New York
$249K -$19.6K -524 -7%
MWM
279
Meridian Wealth Management
Kentucky
$244K +$42.4K +1,133 +20%
CWS
280
Confluence Wealth Services
Pennsylvania
$243K +$936 +25 +0.4%
MCM
281
Marathon Capital Management
Maryland
$243K
EWA
282
EverSource Wealth Advisors
Alabama
$243K
FFA
283
Farther Finance Advisors
California
$243K -$13.8K -370 -5%
GF
284
GGM Financials
Ohio
$239K
HSA
285
HBK Sorce Advisory
Pennsylvania
$239K +$8.61K +230 +4%
NAS
286
NWF Advisory Services
California
$229K -$3.59K -96 -1%
AAS
287
Ameritas Advisory Services
Nebraska
$226K
Citadel Advisors
288
Citadel Advisors
Florida
$223K +$234K +6,263 New
AssetMark Inc
289
AssetMark Inc
California
$221K +$6.85K +183 +3%
PCG
290
Prosperity Consulting Group
Maryland
$218K +$17.1K +457 +8%
RA
291
RFG Advisory
Alabama
$214K +$225K +6,012 New
SB
292
Strategic Blueprint
Georgia
$211K +$222K +5,927 New
BCM
293
Brookstone Capital Management
Illinois
$205K +$215K +5,757 New
SWA
294
Sax Wealth Advisors
New Jersey
$203K
CMAI
295
Capital Management Associates Inc
Minnesota
$202K
IA
296
Integrity Alliance
Iowa
$201K +$212K +5,652 New
IA
297
IFG Advisory
Georgia
$157K -$12.7M -339,700 -99%
Fidelity Investments
298
Fidelity Investments
Massachusetts
$137K -$22.2K -592 -13%
RDFA
299
Ritter Daniher Financial Advisory
Ohio
$127K -$936 -25 -0.7%
FCG
300
Financial Connections Group
California
$124K