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
SWMG
151
Sard Wealth Management Group
Georgia
$2.7M +$55.6K +1,408 +2%
WWM
152
Western Wealth Management
Colorado
$2.62M -$319K -8,070 -11%
PAM
153
Peak Asset Management
Colorado
$2.59M +$47.2K +1,193 +2%
IAN
154
Integrated Advisors Network
Texas
$2.47M +$44K +1,113 +2%
QFP
155
Quantum Financial Partners
Kansas
$2.43M +$2.34M +59,149 New
PS
156
Principal Securities
Iowa
$2.36M +$20.4K +516 +0.9%
HH
157
Hilltop Holdings
Texas
$2.3M -$232K -5,879 -10%
FFS
158
Founders Financial Securities
Maryland
$2.27M +$10.7K +271 +0.5%
PWA
159
PCG Wealth Advisors
Kansas
$2.18M +$109K +2,751 +5%
VC
160
Vicus Capital
Pennsylvania
$2.16M +$341K +8,624 +20%
GWCM
161
Godshalk Welsh Capital Management
Pennsylvania
$2.12M +$104K +2,625 +5%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$2.1M +$84.8K +2,145 +4%
GAFA
163
Garton & Associates Financial Advisors
Kentucky
$2.09M +$50.5K +1,278 +3%
AF
164
Advisornet Financial
Minnesota
$2.08M +$45.8K +1,160 +2%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M -$2.38M -60,252 -55%
RIA
166
Regal Investment Advisors
Michigan
$2.02M +$32.6K +824 +2%
KWM
167
Kingsview Wealth Management
Oregon
$2.02M -$735K -18,605 -27%
CAM
168
Cozad Asset Management
Illinois
$1.96M -$53.6K -1,355 -3%
SN
169
Sittner & Nelson
Oregon
$1.96M +$167K +4,220 +10%
FHA
170
Flagship Harbor Advisors
Massachusetts
$1.95M +$417K +10,556 +29%
CSP
171
Cary Street Partners
Virginia
$1.9M -$11.9K -302 -0.6%
SI
172
Stephens Inc
Arkansas
$1.82M +$1.75M +44,250 New
CWA
173
CJM Wealth Advisers
Virginia
$1.79M -$29.4K -744 -2%
SAM
174
SVRN Asset Management
Texas
$1.78M -$535K -13,542 -24%
AIM
175
Advyzon Investment Management
Illinois
$1.74M +$108K +2,740 +7%