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Fidelity Small-Mid Multifactor ETF
FSMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MCC
51
Money Concepts Capital
Florida
USD 2.08 M +USD 368 k +7,447 +23%
KCIC
52
Kuhn & Co Investment Counsel
Illinois
USD 2.06 M – – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
USD 2.02 M +USD 53.3 k +1,078 +3%
Gladstone Institutional Advisory
54
Gladstone Institutional Advisory
Florida
USD 1.97 M +USD 1.84 M +37,294 Nuevas
Strategic Blueprint
55
Strategic Blueprint
Georgia
USD 1.91 M +USD 128 k +2,580 +8%
IFP Advisors
56
IFP Advisors
Florida
USD 1.83 M +USD 56.7 k +1,147 +3%
Great Valley Advisor Group
57
Great Valley Advisor Group
Delaware
USD 1.81 M +USD 26.5 k +535 +2%
Equitable Holdings
58
Equitable Holdings
New York
USD 1.77 M +USD 190 k +3,852 +13%
Visionary Wealth Advisors
59
Visionary Wealth Advisors
Illinois
USD 1.74 M +USD 284 k +5,743 +21%
RWM
60
Riverbend Wealth Management
South Carolina
USD 1.65 M +USD 77.9 k +1,575 +5%
MWM
61
Mascagni Wealth Management
Mississippi
USD 1.65 M +USD 164 k +3,310 +12%
Independent Financial Group
62
Independent Financial Group
California
USD 1.6 M -USD 30.2 k -610 -2%
GFPC
63
Global Financial Private Client
Florida
USD 1.55 M +USD 12.8 k +259 +0.9%
HCM
64
Hicks Capital Management
Ohio
USD 1.55 M -USD 52.8 k -1,068 -4%
Goldman Sachs
65
Goldman Sachs
New York
USD 1.46 M -USD 1.73 M -34,980 -56%
SHP Wealth Management
66
SHP Wealth Management
Massachusetts
USD 1.43 M +USD 103 k +2,084 +8%
Concurrent Investment Advisors
67
Concurrent Investment Advisors
Florida
USD 1.39 M +USD 46.6 k +943 +4%
Private Advisor Group
68
Private Advisor Group
New Jersey
USD 1.33 M +USD 472 k +9,538 +61%
NWM
69
Nova Wealth Management
Florida
USD 1.32 M -USD 210 k -4,246 -15%
BIS
70
BG Investment Services
Guam
USD 1.3 M +USD 155 k +3,126 +15%
JP Morgan Chase
71
JP Morgan Chase
New York
USD 1.26 M +USD 25.7 k +520 +2%
RF
72
Roxbury Financial
New Jersey
USD 1.26 M +USD 68.5 k +1,386 +6%
Merit Financial Group
73
Merit Financial Group
Georgia
USD 1.18 M +USD 146 k +2,946 +15%
Creative Planning
74
Creative Planning
Kansas
USD 1.16 M +USD 325 k +6,567 +43%
Spire Wealth Management
75
Spire Wealth Management
Virginia
USD 1.05 M -USD 231 k -4,675 -19%
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