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Fidelity Fundamental Small-Mid Cap ETF
FFSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 1020 M +USD 37.8 M +1,058,279 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
USD 48.3 M +USD 1.81 M +50,821 +4%
RFG Advisory
3
RFG Advisory
Alabama
USD 29 M -USD 2.99 M -83,817 -10%
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 16 M +USD 114 k +3,195 +0.8%
AWA
5
Acumen Wealth Advisors
Tennessee
USD 15.2 M +USD 14.2 M +397,385 Nuevas
KL
6
Keenan LLC
Massachusetts
USD 11.8 M +USD 648 k +18,165 +6%
MAI Capital Management
7
MAI Capital Management
Ohio
USD 11.7 M +USD 258 k +7,230 +2%
EFA
8
Evernest Financial Advisors
Indiana
USD 9.43 M -USD 898 k -25,157 -9%
GPWA
9
Gaddis Premier Wealth Advisors
Oklahoma
USD 9.22 M +USD 939 k +26,321 +12%
Novem Group
10
Novem Group
New York
USD 8.68 M +USD 774 k +21,681 +11%
Menora Mivtachim Holdings
11
Menora Mivtachim Holdings
Israel
USD 8.37 M – – –
Precedent Wealth Partners
12
Precedent Wealth Partners
Texas
USD 8.3 M +USD 7.75 M +217,165 Nuevas
SWM
13
SK Wealth Management
Rhode Island
USD 7.34 M +USD 734 k +20,566 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 6.94 M +USD 1.95 M +54,716 +43%
Goldman Sachs
15
Goldman Sachs
New York
USD 6.91 M +USD 6.46 M +180,959 Nuevas
Sax Wealth Advisors
16
Sax Wealth Advisors
New Jersey
USD 5.85 M -USD 353 k -9,902 -5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 5.17 M +USD 2.63 M +73,573 +119%
BWM
18
Buska Wealth Management
Wisconsin
USD 4.86 M +USD 2.92 M +81,933 +181%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 4.85 M +USD 1.19 M +33,358 +34%
JP Morgan Chase
20
JP Morgan Chase
New York
USD 4.76 M +USD 792 k +22,189 +21%
Advyzon Investment Management
21
Advyzon Investment Management
Illinois
USD 4.4 M +USD 877 k +24,578 +27%
CRW
22
Clarity Retirement & Wealth
Massachusetts
USD 4.31 M +USD 104 k +2,906 +3%
RPGK
23
Retirement Planning Group (Kansas)
Kansas
USD 4.21 M +USD 230 k +6,451 +6%
MWS
24
MFA Wealth Services
California
USD 2.85 M -USD 7.6 k -213 -0.3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
USD 2.84 M +USD 318 k +8,917 +14%
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