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Fidelity Fundamental Small-Mid Cap ETF
FFSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Principal Securities
26
Principal Securities
Iowa
USD 2.77 M +USD 530 k +14,864 +26%
DC
27
Dahring Cusmano
Michigan
USD 2.59 M +USD 420 k +11,764 +21%
Sigma Planning Corp
28
Sigma Planning Corp
Michigan
USD 2.26 M +USD 761 k +21,318 +56%
Per Stirling Capital Management
29
Per Stirling Capital Management
Texas
USD 2.07 M -USD 133 k -3,726 -6%
Kestra Advisory Services
30
Kestra Advisory Services
Texas
USD 1.58 M +USD 383 k +10,725 +35%
CGH
31
CMG Global Holdings
Texas
USD 1.28 M +USD 1.19 M +33,396 Nuevas
Two Sigma Investments
32
Two Sigma Investments
New York
USD 1.17 M +USD 1.09 M +30,600 Nuevas
PFG Advisors
33
PFG Advisors
Arizona
USD 1.06 M +USD 989 k +27,732 Nuevas
PWM
34
Pines Wealth Management
North Carolina
USD 1.06 M +USD 285 k +7,980 +41%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
USD 998 k +USD 189 k +5,300 +25%
PWMA
36
Pension & Wealth Management Advisors
Massachusetts
USD 908 k -USD 159 k -4,458 -16%
Harbour Investments
37
Harbour Investments
Wisconsin
USD 901 k -USD 2.96 k -83 -0.4%
Summit Wealth Group (Colorado)
38
Summit Wealth Group (Colorado)
Colorado
USD 779 k +USD 375 k +10,511 +107%
Creative Planning
39
Creative Planning
Kansas
USD 727 k +USD 131 k +3,664 +24%
BWM
40
BAM Wealth Management
Colorado
USD 688 k +USD 6.1 k +171 +1%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
USD 673 k – – –
Osaic Holdings
42
Osaic Holdings
Arizona
USD 646 k +USD 308 k +8,645 +105%
CreativeOne Wealth
43
CreativeOne Wealth
Kansas
USD 594 k +USD 22 k +616 +4%
Benjamin Edwards Inc
44
Benjamin Edwards Inc
Missouri
USD 507 k -USD 19.6 k -550 -4%
WQ
45
Wealth Quarterback
New Jersey
USD 473 k -USD 30.6 k -859 -6%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
USD 443 k +USD 32.4 k +907 +8%
BCA
47
Bay Capital Advisors
Virginia
USD 408 k +USD 32.8 k +920 +9%
Truist Financial
48
Truist Financial
North Carolina
USD 401 k -USD 20.1 k -564 -5%
Farther Finance Advisors
49
Farther Finance Advisors
California
USD 397 k +USD 27 k +757 +8%
MA
50
Mutual Advisors
Nebraska
USD 374 k +USD 357 +10 +0.1%
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