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ícone de FSEC

Fidelity Investment Grade Securitized ETF
FSEC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Calamos Wealth Management
26
Calamos Wealth Management
Illinois
US$ 393 mil – – –
RFN
27
RDA Financial Network
Iowa
US$ 371 mil +US$ 162 mil +3.697 +78%
Curi RMB Capital
28
Curi RMB Capital
Illinois
US$ 358 mil +US$ 358 mil +8.142 Nova
Savant Capital
29
Savant Capital
Illinois
US$ 352 mil +US$ 112 mil +2.556 +47%
Chas P. Smith & Associates (CPS)
30
Chas P. Smith & Associates (CPS)
Florida
US$ 343 mil – – –
AO
31
Advisor OS
Illinois
US$ 322 mil +US$ 323 mil +7.346 Nova
FWMP
32
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$ 315 mil +US$ 316 mil +7.184 Nova
Bank of America
33
Bank of America
North Carolina
US$ 287 mil +US$ 288 mil +6.548 Nova
JWCA
34
J.W. Cole Advisors
Florida
US$ 286 mil +US$ 287 mil +6.526 Nova
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
US$ 250 mil -US$ 249 mil -5.656 -50%
AE Wealth Management
36
AE Wealth Management
Kansas
US$ 245 mil +US$ 115 mil +2.621 +89%
SWP
37
ShoreHaven Wealth Partners
New Jersey
US$ 231 mil +US$ 6,68 mil +152 +3%
Raymond James Financial
38
Raymond James Financial
Florida
US$ 231 mil -US$ 23,2 mil -527 -9%
MAI Capital Management
39
MAI Capital Management
Ohio
US$ 223 mil -US$ 49,7 mil -1.130 -18%
Howe & Rusling
40
Howe & Rusling
New York
US$ 218 mil +US$ 219 mil +4.975 Nova
Meridian Wealth Management
41
Meridian Wealth Management
Kentucky
US$ 218 mil +US$ 219 mil +4.974 Nova
NWAM LLC
42
NWAM LLC
Washington
US$ 201 mil +US$ 202 mil +4.589 Nova
Jones Financial Companies
43
Jones Financial Companies
Missouri
US$ 134 mil +US$ 134 mil +3.040 Nova
Allworth Financial
44
Allworth Financial
California
US$ 115 mil +US$ 34,2 mil +779 +42%
Steward Partners Investment Advisory
45
Steward Partners Investment Advisory
New York
US$ 109 mil +US$ 109 mil +2.484 Nova
Cornerstone Planning Group
46
Cornerstone Planning Group
New Jersey
US$ 80 mil +US$ 44 +1 +0,1%
Farther Finance Advisors
47
Farther Finance Advisors
California
US$ 78,8 mil +US$ 483 +11 +0,6%
IFP Advisors
48
IFP Advisors
Florida
US$ 75,9 mil – – –
APFP
49
Action Point Financial Planning
Michigan
US$ 14,3 mil +US$ 14,4 mil +327 Nova
Tower Research Capital (TRC)
50
Tower Research Capital (TRC)
New York
US$ 3,99 mil +US$ 4 mil +91 Nova
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