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Fidelity Investment Grade Securitized ETF
FSEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Calamos Wealth Management
26
Calamos Wealth Management
Illinois
USD 393 k – – –
RFN
27
RDA Financial Network
Iowa
USD 371 k +USD 162 k +3,697 +78%
Curi RMB Capital
28
Curi RMB Capital
Illinois
USD 358 k +USD 358 k +8,142 Nuevas
Savant Capital
29
Savant Capital
Illinois
USD 352 k +USD 112 k +2,556 +47%
Chas P. Smith & Associates (CPS)
30
Chas P. Smith & Associates (CPS)
Florida
USD 343 k – – –
AO
31
Advisor OS
Illinois
USD 322 k +USD 323 k +7,346 Nuevas
FWMP
32
Foundation Wealth Management (Pennsylvania)
Pennsylvania
USD 315 k +USD 316 k +7,184 Nuevas
Bank of America
33
Bank of America
North Carolina
USD 287 k +USD 288 k +6,548 Nuevas
JWCA
34
J.W. Cole Advisors
Florida
USD 286 k +USD 287 k +6,526 Nuevas
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
USD 250 k -USD 249 k -5,656 -50%
AE Wealth Management
36
AE Wealth Management
Kansas
USD 245 k +USD 115 k +2,621 +89%
SWP
37
ShoreHaven Wealth Partners
New Jersey
USD 231 k +USD 6.68 k +152 +3%
Raymond James Financial
38
Raymond James Financial
Florida
USD 231 k -USD 23.2 k -527 -9%
MAI Capital Management
39
MAI Capital Management
Ohio
USD 223 k -USD 49.7 k -1,130 -18%
Howe & Rusling
40
Howe & Rusling
New York
USD 218 k +USD 219 k +4,975 Nuevas
Meridian Wealth Management
41
Meridian Wealth Management
Kentucky
USD 218 k +USD 219 k +4,974 Nuevas
NWAM LLC
42
NWAM LLC
Washington
USD 201 k +USD 202 k +4,589 Nuevas
Jones Financial Companies
43
Jones Financial Companies
Missouri
USD 134 k +USD 134 k +3,040 Nuevas
Allworth Financial
44
Allworth Financial
California
USD 115 k +USD 34.2 k +779 +42%
Steward Partners Investment Advisory
45
Steward Partners Investment Advisory
New York
USD 109 k +USD 109 k +2,484 Nuevas
Cornerstone Planning Group
46
Cornerstone Planning Group
New Jersey
USD 80 k +USD 44 +1 +0.1%
Farther Finance Advisors
47
Farther Finance Advisors
California
USD 78.8 k +USD 483 +11 +0.6%
IFP Advisors
48
IFP Advisors
Florida
USD 75.9 k – – –
APFP
49
Action Point Financial Planning
Michigan
USD 14.3 k +USD 14.4 k +327 Nuevas
Tower Research Capital (TRC)
50
Tower Research Capital (TRC)
New York
USD 3.99 k +USD 4 k +91 Nuevas
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