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Fidelity Small-Mid Multifactor ETF
FSMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 707 M -USD 22.5 M -524,236 -3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
USD 167 M +USD 10.8 M +252,240 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 113 M +USD 15.6 M +363,253 +16%
Bank of America
4
Bank of America
North Carolina
USD 54.4 M +USD 5.13 M +119,420 +11%
LPL Financial
5
LPL Financial
California
USD 44.6 M +USD 7.21 M +167,743 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 30.6 M +USD 2.7 M +62,737 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 25.1 M +USD 7.02 M +163,332 +40%
Advocacy Wealth Management Services
8
Advocacy Wealth Management Services
Georgia
USD 22.5 M -USD 7.58 M -176,409 -26%
Kestra Advisory Services
9
Kestra Advisory Services
Texas
USD 19.2 M -USD 165 k -3,838 -0.9%
Sanctuary Advisors
10
Sanctuary Advisors
Indiana
USD 18.8 M +USD 1.51 M +35,152 +9%
Atria Investments
11
Atria Investments
North Carolina
USD 16.8 M +USD 271 k +6,311 +2%
Stifel Financial
12
Stifel Financial
Missouri
USD 14.8 M +USD 3.85 M +89,514 +36%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 14.8 M +USD 4.28 M +99,664 +42%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
USD 14.3 M +USD 1.7 M +39,556 +14%
Goldstone Financial Group
15
Goldstone Financial Group
Illinois
USD 14 M +USD 13.6 M +317,046 Nuevas
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 12 M +USD 645 k +15,007 +6%
Raymond James Financial
17
Raymond James Financial
Florida
USD 11.5 M -USD 5.79 M -134,787 -34%
Systelligence LLC
18
Systelligence LLC
Minnesota
USD 11.4 M -USD 6.57 M -152,942 -37%
AssuredPartners Investment Advisors
19
AssuredPartners Investment Advisors
Florida
USD 10.4 M +USD 394 k +9,163 +4%
Novem Group
20
Novem Group
New York
USD 8.86 M +USD 1.45 M +33,773 +20%
Steward Partners Investment Advisory
21
Steward Partners Investment Advisory
New York
USD 8.82 M -USD 54.4 k -1,266 -0.6%
Farther Finance Advisors
22
Farther Finance Advisors
California
USD 7.95 M +USD 4.9 M +113,987 +171%
Provident Wealth Management
23
Provident Wealth Management
Tennessee
USD 7.16 M +USD 64.5 k +1,502 +0.9%
Advisory Services Network
24
Advisory Services Network
Georgia
USD 6.26 M +USD 155 k +3,617 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
USD 6.18 M +USD 56.5 k +1,314 +0.9%
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