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T. Rowe Price Small-Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
151
BlackRock
New York
$43.9K – – –
FDW
152
Fourth Dimension Wealth
Ohio
$41K +$38.2K +936 New
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$39.2K +$3.71K +91 +11%
GWM
154
Geneos Wealth Management
Colorado
$37.3K +$34.7K +850 New
AAP
155
Arax Advisory Partners
Colorado
$33K – – –
HIA
156
Harbor Investment Advisory
Maryland
$31K +$28.9K +707 New
KFG
157
Kingdom Financial Group
Arizona
$24.3K -$1.88K -46 -8%
FFA
158
Founders Financial Alliance
North Carolina
$15.3K – – –
CA
159
Continuum Advisory
Idaho
$12.8K +$11.9K +291 New
Vanguard Advisers Inc
160
Vanguard Advisers Inc
Pennsylvania
$10.9K +$7.88K +193 +345%
BWS
161
Buck Wealth Strategies
Colorado
$10.8K +$10K +246 New
CA
162
Clearstead Advisors
Ohio
$8.73K – – –
Russell Investments Group
163
Russell Investments Group
United Kingdom
$5K -$35.7K -874 -88%
TC
164
Trust Company
Kansas
$4.03K – – –
NA
165
Networth Advisors
Pennsylvania
$2.32K – – –
AssetMark Inc
166
AssetMark Inc
California
$1.4K +$1.31K +32 New
SWP
167
Strategic Wealth Partners
Ohio
$29 – – –
Goldman Sachs
168
Goldman Sachs
New York
– -$1.33M -36,195 Closed
OFO
169
OneAscent Family Office
Alabama
– -$1.02M -27,938 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$942K -25,690 Closed
LCWP
171
Legacy Capital Wealth Partners
Arkansas
– -$530K -14,444 Closed
Mariner
172
Mariner
Kansas
– -$461K -12,577 Closed
MCA
173
MSH Capital Advisors
Arizona
– -$392K -10,685 Closed
RWM
174
RMG Wealth Management
Wisconsin
– -$94.3K -2,287 Closed
RFP
175
Root Financial Partners
California
– -$25.6K -697 Closed