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T. Rowe Price Capital Appreciation Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GF
126
GGM Financials
Ohio
$570K +$550K +18,149 New
KAS
127
Kestra Advisory Services
Texas
$549K +$114K +3,750 +27%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$541K +$266K +8,765 +104%
SWP
129
Stratos Wealth Partners
Ohio
$526K +$119K +3,915 +31%
PWM
130
Pinnacle Wealth Management
California
$523K +$9K +297 +2%
FCH
131
Freestone Capital Holdings
Washington
$519K +$501K +16,510 New
CWM
132
Cornerstone Wealth Management
Missouri
$483K +$120K +3,950 +35%
AAS
133
Ameritas Advisory Services
Nebraska
$473K +$3.03K +100 +0.7%
HIA
134
Harbor Investment Advisory
Maryland
$470K +$10K +330 +2%
MIM
135
Macroview Investment Management
Maryland
$454K +$43K +1,419 +11%
EFL
136
ERn Financial LLC
Wisconsin
$450K +$434K +14,321 New
BCA
137
Bay Colony Advisors
Massachusetts
$439K +$204K +6,740 +93%
TFM
138
Trademark Financial Management
Minnesota
$432K -$24.6K -810 -6%
MCM
139
MAI Capital Management
Ohio
$424K +$409K +13,494 New
SIM
140
Studio Investment Management
Illinois
$423K +$38.3K +1,263 +10%
AF
141
Apollon Financial
South Carolina
$399K +$385K +12,700 New
LWA
142
Lowe Wealth Advisors
Maryland
$394K +$160K +5,287 +73%
AF
143
Advisornet Financial
Minnesota
$393K +$125K +4,129 +49%
ACA
144
Aptus Capital Advisors
Alabama
$384K +$15.2K +500 +4%
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$384K +$15.2K +500 +4%
SA
146
Sanctuary Advisors
Indiana
$362K +$371K +12,226 New
IA
147
IFG Advisory
Georgia
$358K +$346K +11,409 New
AI
148
Atria Investments
North Carolina
$349K +$337K +11,122 New
Creative Planning
149
Creative Planning
Kansas
$338K +$24.1K +796 +8%
BFWM
150
Bright Futures Wealth Management
New York
$335K