We are live on ! Find out more
TMSL icon

T. Rowe Price Small-Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
76
New Wave Wealth Advisors
Arkansas
$1.29M +$918K +22,491 +326%
AF
77
Advisornet Financial
Minnesota
$1.27M +$240K +5,882 +25%
BEI
78
Benjamin Edwards Inc
Missouri
$1.25M -$20.9K -513 -2%
IWM
79
IHT Wealth Management
Illinois
$1.24M -$16.7K -409 -1%
PS
80
Principal Securities
Iowa
$1.12M +$428K +10,490 +69%
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$1.06M
GRP
82
Global Retirement Partners
California
$1.05M +$977K +23,939 New
LFAS
83
Level Four Advisory Services
Texas
$1.01M +$168K +4,112 +22%
AO
84
Advisor OS
Illinois
$964K +$24.7K +605 +3%
CW
85
CreativeOne Wealth
Kansas
$960K -$37.4K -915 -4%
Citadel Advisors
86
Citadel Advisors
Florida
$953K +$888K +21,743 New
Morgan Stanley
87
Morgan Stanley
New York
$925K +$797K +19,522 +1,235%
4WM
88
4J Wealth Management
Virginia
$857K +$798K +19,534 New
FHC
89
First Heartland Consultants
Missouri
$815K +$18.2K +446 +2%
JP Morgan Chase
90
JP Morgan Chase
New York
$793K +$744K +18,233 New
FFS
91
Founders Financial Securities
Maryland
$776K -$5.31K -130 -0.7%
RSWM
92
Robertson Stephens Wealth Management
California
$770K -$96.7K -2,369 -12%
AQR Capital Management
93
AQR Capital Management
Connecticut
$765K +$424K +10,387 +147%
UAG
94
United Advisor Group
Ohio
$755K +$54.7K +1,341 +8%
AAS
95
Ameritas Advisory Services
Nebraska
$721K +$406K +9,933 +153%
FSA
96
Financial Security Advisor
Virginia
$700K -$25.4K -623 -4%
CIAS
97
Capital Investment Advisory Services
North Carolina
$696K +$49.9K +1,223 +8%
SWGC
98
Summit Wealth Group (Colorado)
Colorado
$680K +$633K +15,510 New
SFG
99
Seamount Financial Group
Colorado
$664K
WIA
100
World Investment Advisors
California
$634K -$11.3K -278 -2%