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
TWM
76
Tanglewood Wealth Management
Texas
$4.01M +$456K +13,531 +13%
AWAG
77
ARS Wealth Advisors Group
Florida
$4.01M +$4.06M +120,379 New
PA
78
Paragon Advisors
Texas
$3.9M +$456K +13,532 +13%
FFN
79
Focus Financial Network
Minnesota
$3.73M +$926K +27,464 +32%
LWM
80
Liberty Wealth Management
California
$3.7M +$307K +9,102 +9%
PAMG
81
Patton Albertson Miller Group
Tennessee
$3.54M +$2.93M +86,882 +448%
OWA
82
ORBA Wealth Advisors
Illinois
$3.43M +$446K +13,219 +15%
CGH
83
CMG Global Holdings
Texas
$3.38M +$226K +6,699 +7%
SL
84
SFM LLC
New Hampshire
$3.32M +$203K +6,030 +6%
Renaissance Technologies
85
Renaissance Technologies
New York
$3.12M -$1.68M -49,900 -35%
SFC
86
Strategic Financial Concepts
Texas
$3.11M +$674K +19,993 +27%
EFS
87
Essex Financial Services
Connecticut
$3.07M +$894K +26,510 +40%
CIA
88
Compass Ion Advisors
Pennsylvania
$3.06M -$63.2K -1,874 -2%
CAG
89
Centerpoint Advisory Group
Kansas
$3.01M +$3.05M +90,485 New
GLA
90
Good Life Advisors
Pennsylvania
$2.98M +$202K +5,987 +7%
Corient Private Wealth
91
Corient Private Wealth
Florida
$2.9M +$474K +14,070 +17%
WWA
92
Wingate Wealth Advisors
Massachusetts
$2.83M +$2.86M +84,939 New
EH
93
Equitable Holdings
New York
$2.81M -$49K -1,454 -2%
MFG
94
Merit Financial Group
Georgia
$2.8M +$2.84M +84,302 New
SFC
95
Sprinkle Financial Consultants
Colorado
$2.75M +$334K +9,897 +14%
SWP
96
Stratos Wealth Partners
Ohio
$2.69M +$826K +24,491 +44%
IWC
97
Integrated Wealth Concepts
Massachusetts
$2.66M +$391K +11,598 +17%
LF
98
Lighthouse Financial
Florida
$2.65M +$2.69M +79,717 New
DC
99
Davenport & Co
Virginia
$2.55M +$314K +9,300 +14%
WWA
100
WCG Wealth Advisors
Nevada
$2.51M +$383K +11,351 +18%