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T. Rowe Price Small-Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFO
51
OneAscent Family Office
Alabama
$911K
AO
52
Advisor OS
Illinois
$886K +$55.9K +1,820 +7%
KWM
53
Kingsview Wealth Management
Oregon
$810K +$139K +4,519 +22%
HAS
54
HBW Advisory Services
California
$790K +$30.3K +986 +4%
HWMO
55
Heritage Wealth Management (Ohio)
Ohio
$785K +$279K +9,074 +61%
DWM
56
DKM Wealth Management
California
$738K +$691K +22,511 New
NWMG
57
National Wealth Management Group
Ohio
$708K +$126K +4,106 +24%
IA
58
IFG Advisory
Georgia
$663K +$139K +4,515 +29%
WIA
59
World Investment Advisors
California
$601K -$76.8K -2,501 -12%
FSA
60
Financial Security Advisor
Virginia
$591K +$167K +5,452 +43%
AF
61
Advisornet Financial
Minnesota
$583K +$81.4K +2,650 +18%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$558K +$522K +17,003 New
AWM
63
AE Wealth Management
Kansas
$499K +$17.9K +582 +4%
SFG
64
Seamount Financial Group
Colorado
$490K +$7.28K +237 +2%
FHC
65
First Heartland Consultants
Missouri
$455K +$206K +6,712 +94%
MMA
66
Miracle Mile Advisors
California
$421K
SWA
67
Stratos Wealth Advisors
Ohio
$407K -$213K -6,926 -36%
P
68
&Partners
Tennessee
$397K +$372K +12,098 New
CIAS
69
Capital Investment Advisory Services
North Carolina
$366K -$2.73K -89 -0.8%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$355K -$358K -11,659 -52%
GM
71
GeoWealth Management
Illinois
$341K +$491 +16 +0.2%
Mariner
72
Mariner
Kansas
$339K -$24.4K -793 -7%
IWM
73
IHT Wealth Management
Illinois
$334K +$313K +10,192 New
TFS
74
Thoroughbred Financial Services
Tennessee
$290K -$94.4K -3,075 -26%
CW
75
CreativeOne Wealth
Kansas
$282K +$5.13K +167 +2%