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Fidelity Small-Mid Multifactor ETF
FSMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
RPGK
1
Retirement Planning Group (Kansas)
Kansas
USD 95 M +USD 7.04 M +177,629 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
USD 61.1 M +USD 11.8 M +297,662 +25%
Parcion Private Wealth
3
Parcion Private Wealth
Washington
USD 19.4 M +USD 18.6 M +469,066 Nuevas
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 14 M +USD 1.48 M +37,295 +12%
Systelligence LLC
5
Systelligence LLC
Minnesota
USD 11.8 M +USD 11.3 M +283,919 Nuevas
Raymond James Financial Services Advisors
6
Raymond James Financial Services Advisors
Florida
USD 10.9 M +USD 380 k +9,585 +4%
Steward Partners Investment Advisory
7
Steward Partners Investment Advisory
New York
USD 9.11 M +USD 8.68 M +218,946 +17,976%
Kestra Advisory Services
8
Kestra Advisory Services
Texas
USD 8.46 M -USD 8.3 M -209,388 -51%
Sterling Manor Financial
9
Sterling Manor Financial
New York
USD 8.32 M +USD 518 k +13,059 +7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
USD 7.35 M +USD 7.04 M +177,635 Nuevas
Stratos Investment Management
11
Stratos Investment Management
Ohio
USD 7.22 M +USD 365 k +9,212 +6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
USD 7.16 M +USD 348 k +8,773 +5%
Bank of America
13
Bank of America
North Carolina
USD 5.58 M +USD 1.91 M +48,306 +56%
LPL Financial
14
LPL Financial
California
USD 5.09 M +USD 1.28 M +32,346 +36%
Evergreen Private Wealth
15
Evergreen Private Wealth
Colorado
USD 4.85 M +USD 42.4 k +1,070 +0.9%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 3.28 M +USD 45.1 k +1,137 +1%
Avantax Advisory Services
17
Avantax Advisory Services
Texas
USD 1.96 M +USD 67.6 k +1,705 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 1.93 M +USD 259 k +6,526 +16%
AE Wealth Management
19
AE Wealth Management
Kansas
USD 1.84 M +USD 241 k +6,075 +16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 1.72 M -USD 1.55 M -39,054 -48%
Trademark Financial Management
21
Trademark Financial Management
Minnesota
USD 1.26 M -USD 194 k -4,886 -14%
Independent Financial Group
22
Independent Financial Group
California
USD 948 k +USD 908 k +22,908 Nuevas
Stratos Wealth Advisors
23
Stratos Wealth Advisors
Ohio
USD 941 k +USD 114 k +2,888 +15%
Rehmann Capital Advisory Group
24
Rehmann Capital Advisory Group
Michigan
USD 702 k -USD 141 k -3,566 -17%
Great Valley Advisor Group
25
Great Valley Advisor Group
Delaware
USD 697 k – – –
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