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Fidelity Total Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWB
551
Innovative Wealth Building
Maryland
$200K +$199K +4,391 New
GJIA
552
Glass Jacobson Investment Advisors
Maryland
$177K
GWM
553
Geneos Wealth Management
Colorado
$165K +$63.3K +1,397 +63%
FLP
554
Financial Life Planners
Arizona
$143K +$142K +3,141 New
AP
555
Aspect Partners
Virginia
$142K +$408 +9 +0.3%
SAM
556
S.A. Mason
Michigan
$137K +$136K +3,011 New
AWM
557
AE Wealth Management
Kansas
$133K -$112K -2,480 -46%
BCMLT
558
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K +$62.9K +1,388 +129%
FMP
559
Financial Management Professionals
Texas
$106K
MCA
560
Maryland Capital Advisors
Maryland
$106K -$429K -9,464 -80%
AAM
561
Advisors Asset Management
Colorado
$102K -$94.3K -2,083 -48%
FFL
562
Financial Freedom LLC
Ohio
$96.6K -$15.2K -335 -14%
SIS
563
Strategic Investment Solutions
Illinois
$91.9K +$91.2K +2,013 New
WSFS
564
Wilmington Savings Fund Society
Delaware
$86.9K +$2.08K +46 +2%
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
$85.5K +$64.3K +1,419 +296%
CA
566
Continuum Advisory
Idaho
$85.5K +$84.8K +1,872 New
GWSG
567
GPS Wealth Strategies Group
Colorado
$84.8K +$59.4K +1,312 +241%
PTC
568
Private Trust Company
Ohio
$83.8K
BWL
569
Bogart Wealth LLC
Virginia
$71.9K +$13.5K +297 +23%
GWS
570
Glassman Wealth Services
Virginia
$71.5K
MWA
571
Medallion Wealth Advisors
Connecticut
$66.1K +$4.21K +93 +7%
RIL
572
Rothschild Investment LLC
Illinois
$63.6K
CAM
573
Clarity Asset Management
Iowa
$62.3K +$45.7K +1,010 +285%
BBHC
574
Brown Brothers Harriman & Co
New York
$60.2K
IHWM
575
Iron Horse Wealth Management
Iowa
$60.1K +$59.6K +1,316 New