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FBCG

Fidelity Blue Chip Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
151
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$941K +$133K +2,501 +15%
SMAM
152
Sugar Maple Asset Management
Wisconsin
$918K +$117K +2,194 +14%
TCM
153
Tandem Capital Management
New Jersey
$911K +$63.8K +1,200 +7%
IAG
154
Investment Advisory Group
Massachusetts
$887K -$11.1K -209 -1%
Corient Private Wealth
155
Corient Private Wealth
Florida
$878K +$511K +9,600 +121%
YWS
156
Yarger Wealth Strategies
Ohio
$863K
SWMG
157
Signature Wealth Management Group
Georgia
$824K +$875K +16,449 New
SPA
158
Sentinel Pension Advisors
Massachusetts
$820K -$5.32K -100 -0.6%
IAIM
159
International Assets Investment Management
Florida
$792K -$59.3K -1,114 -7%
MF
160
Meridian Financial
Massachusetts
$787K -$85.4K -1,606 -9%
CWA
161
Canvas Wealth Advisors
Kansas
$754K +$264K +4,971 +49%
Ameriprise
162
Ameriprise
Minnesota
$751K -$4.91M -92,240 -86%
Cerity Partners
163
Cerity Partners
New York
$751K +$798K +14,990 New
CA
164
CoreCap Advisors
Michigan
$701K -$16.7K -314 -2%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$680K +$154K +2,887 +27%
IAG
166
Investmark Advisory Group
Connecticut
$672K +$384K +7,221 +117%
GS
167
GTS Securities
Florida
$658K +$183K +3,438 +35%
NA
168
NewEdge Advisors
Louisiana
$617K -$32.8K -617 -5%
BWMG
169
Barnes Wealth Management Group
California
$613K +$650K +12,223 New
MFG
170
Merit Financial Group
Georgia
$608K +$646K +12,139 New
EWM
171
Elevation Wealth Management
Minnesota
$588K +$92.7K +1,742 +17%
FUBT
172
First United Bank & Trust
Maryland
$560K +$407K +7,650 +217%
EFG
173
Elm3 Financial Group
Georgia
$512K -$5.43K -102 -1%
LFG
174
Larson Financial Group
Missouri
$512K +$128K +2,410 +31%
AQR Capital Management
175
AQR Capital Management
Connecticut
$510K +$54.5K +1,025 +11%