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T. Rowe Price Capital Appreciation Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWH
201
Priebe Wealth Holdings
Minnesota
$575K -$49.2K -1,500 -8%
KPWS
202
Kestra Private Wealth Services
Texas
$570K +$530K +16,147 New
MIM
203
Macroview Investment Management
Maryland
$563K -$7.48K -228 -1%
NFA
204
Northwest Financial Advisors
Virginia
$551K -$39.5K -1,205 -7%
AWM
205
Apollon Wealth Management
South Carolina
$532K +$494K +15,071 New
IWM
206
IHT Wealth Management
Illinois
$528K +$33.5K +1,022 +7%
P
207
&Partners
Tennessee
$521K +$51.8K +1,580 +12%
PTC
208
Private Trust Company
Ohio
$517K +$61.4K +1,873 +15%
FHA
209
Flagship Harbor Advisors
Massachusetts
$510K +$121K +3,678 +34%
RBFC
210
Roman Butler Fullerton & Co
Missouri
$495K +$131K +3,997 +42%
CFG
211
CMC Financial Group
Georgia
$490K -$15.7K -480 -3%
ATC
212
Argent Trust Co
Tennessee
$486K +$63.1K +1,923 +16%
AWM
213
Axxcess Wealth Management
California
$478K +$179K +5,465 +68%
AI
214
Atria Investments
North Carolina
$468K +$69.2K +2,111 +19%
JWA
215
JFS Wealth Advisors
Pennsylvania
$450K +$32.8K +1,000 +9%
HP
216
Holistic Planning
Texas
$446K +$415K +12,649 New
ACA
217
Aptus Capital Advisors
Alabama
$436K -$820 -25 -0.2%
GWANC
218
Guardian Wealth Advisors (North Carolina)
North Carolina
$433K
MFG
219
Midwest Financial Group
Kansas
$400K +$84.9K +2,588 +30%
BCA
220
Bay Colony Advisors
Massachusetts
$394K +$7.02K +214 +2%
WWM
221
Western Wealth Management
Colorado
$375K +$348K +10,620 New
LCAM
222
London & Capital Asset Management
United Kingdom
$356K +$331K +10,101 New
TBC
223
Ted Buchan & Co
California
$356K
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$351K +$2.1K +64 +0.6%
RFA
225
Rollins Financial Advisors
New York
$341K +$317K +9,678 New