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T. Rowe Price Capital Appreciation Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Studio Investment Management
Illinois
$1.19M -$20.5K -519 -2%
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$1.16M -$56.3K -1,424 -5%
HWMO
203
Heritage Wealth Management (Ohio)
Ohio
$1.16M +$211K +5,328 +23%
KNFPWM
204
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.15M +$104K +2,622 +10%
FAM
205
Frontier Asset Management
Wyoming
$1.14M -$43.8K -1,108 -4%
AFA
206
American Financial Advisors
Georgia
$1.09M -$19.8K -500 -2%
FSA
207
Fort Sheridan Advisors
Illinois
$1.08M +$159K +4,021 +18%
VR
208
Vision Retirement
New Jersey
$1.06M -$997K -25,228 -49%
MFG
209
Midwest Financial Group
Kansas
$1.05M +$92.2K +2,332 +10%
HWM
210
HB Wealth Management
Georgia
$1.05M +$1.01M +25,448 New
WCG
211
Weaver Consulting Group
California
$1.05M -$1.04M -26,407 -51%
CWM
212
Cornerstone Wealth Management
Missouri
$1.02M -$65K -1,644 -6%
CIM
213
Catalyst Investment Management
New Hampshire
$1.02M +$976K +24,707 New
BAM
214
Belpointe Asset Management
Nevada
$1M +$6.56K +166 +0.7%
FCA
215
Fortis Capital Advisors
Kansas
$1M +$6.56K +166 +0.7%
MWM
216
Maridea Wealth Management
New York
$978K +$941K +23,801 New
TFGT
217
TS Financial Group (TSFG)
Illinois
$942K +$11.7K +295 +1%
GAM
218
Gotham Asset Management
New York
$934K
PTC
219
Private Trust Company
Ohio
$915K -$49.9K -1,262 -5%
PSCM
220
Per Stirling Capital Management
Texas
$914K -$98.8K -2,500 -10%
SA
221
Sanctuary Advisors
Indiana
$914K -$57.1K -1,444 -6%
IWA
222
Independent Wealth Advisors
North Carolina
$889K +$23.8K +603 +3%
VAS
223
Vestmark Advisory Solutions
Massachusetts
$888K +$7.94K +201 +0.9%
GIA
224
Gladstone Institutional Advisory
Florida
$875K +$124K +3,136 +17%
AF
225
Apollon Financial
South Carolina
$864K