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T. Rowe Price Capital Appreciation Equity ETF
TCAF

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
201
Aptus Capital Advisors
Alabama
$400K +$3.35K +100 +0.8%
GWANC
202
Guardian Wealth Advisors (North Carolina)
North Carolina
$397K – – –
ATC
203
Argent Trust Co
Tennessee
$382K +$397K +11,845 New
TFM
204
Trademark Financial Management
Minnesota
$380K -$208K -6,206 -35%
HF
205
HRT Financial
New York
$380K +$395K +11,794 New
JWA
206
JFS Wealth Advisors
Pennsylvania
$379K +$33.5K +1,000 +9%
AAS
207
Ameritas Advisory Services
Nebraska
$376K -$505K -15,056 -57%
SOS
208
Silver Oak Securities
Tennessee
$368K -$90.4K -2,697 -19%
AI
209
Atria Investments
North Carolina
$360K +$4.33K +129 +1%
OFS
210
OneAscent Financial Services
Alabama
$358K +$372K +11,103 New
BCA
211
Bay Colony Advisors
Massachusetts
$352K -$484K -14,442 -57%
FHA
212
Flagship Harbor Advisors
Massachusetts
$348K +$361K +10,777 New
BEI
213
Benjamin Edwards Inc
Missouri
$327K +$340K +10,134 New
TBC
214
Ted Buchan & Co
California
$325K – – –
AGWCA
215
Annis Gardner Whiting Capital Advisors
Florida
$319K +$3.49K +104 +1%
MCM
216
Marathon Capital Management
Maryland
$312K +$36.9K +1,100 +13%
RBFC
217
Roman Butler Fullerton & Co
Missouri
$297K +$16.8K +500 +6%
MFG
218
Midwest Financial Group
Kansas
$283K +$37.3K +1,113 +15%
AWP
219
Atlas Wealth Partners
Pennsylvania
$277K -$4.53K -135 -2%
AG
220
AmeriFlex Group
Nevada
$273K +$134K +4,009 +90%
PCS
221
Private Client Services
Kentucky
$273K – – –
AWM
222
Axxcess Wealth Management
California
$261K -$20.8K -620 -7%
FFA
223
Founders Financial Alliance
North Carolina
$257K -$105K -3,125 -28%
HSA
224
HBK Sorce Advisory
Pennsylvania
$248K +$258K +7,698 New
KCM
225
KM Capital Management
Texas
$244K +$253K +7,560 New
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9
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