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T. Rowe Price Floating Rate ETF
TFLR

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
51
1620 Investment Advisors
Massachusetts
$669K +$14.7K +290 +2%
LFAS
52
Level Four Advisory Services
Texas
$659K +$3.91K +77 +0.6%
NRI
53
NFP Retirement Inc
California
$656K +$65.6K +1,293 +11%
AWA
54
Arkadios Wealth Advisors
Georgia
$654K +$265K +5,218 +67%
JWCA
55
J.W. Cole Advisors
Florida
$651K +$655K +12,910 New
CCFM
56
Clear Creek Financial Management
Washington
$649K -$33.4K -659 -5%
SWM
57
Spire Wealth Management
Virginia
$575K -$69.4K -1,368 -11%
KF
58
K2 Financial
California
$568K +$26.1K +515 +5%
PWM
59
Platt Wealth Management
California
$561K +$130K +2,571 +30%
TWP
60
Tempus Wealth Planning
California
$527K +$531K +10,457 New
TWC
61
TD Waterhouse Canada
Ontario, Canada
$486K +$380K +7,495 +345%
DC
62
Davenport & Co
Virginia
$454K +$457K +8,997 New
UAG
63
United Advisor Group
Ohio
$453K +$190K +3,744 +71%
NA
64
NewEdge Advisors
Louisiana
$391K +$10K +198 +3%
GVAG
65
Great Valley Advisor Group
Delaware
$389K +$10.8K +212 +3%
HI
66
Harbour Investments
Wisconsin
$376K +$65.6K +1,292 +21%
CAG
67
Csenge Advisory Group
Florida
$372K +$18.2K +359 +5%
NEWAS
68
N.E.W. Advisory Services
Wisconsin
$362K -$848K -16,714 -70%
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353K – – –
WAM
70
WealthCare Asset Management
Missouri
$321K +$323K +6,362 New
OAM
71
Occidental Asset Management
California
$293K – – –
JFG
72
Jefferies Financial Group
New York
$286K -$97.9K -1,929 -25%
DADC
73
D.A. Davidson & Co
Montana
$273K -$31K -611 -10%
RPGK
74
Retirement Planning Group (Kansas)
Kansas
$258K – – –
GRP
75
Global Retirement Partners
California
$250K +$252K +4,958 New
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