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Fidelity Total Bond ETF
FBND

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
626
Leavell Investment Management
Alabama
$289K +$289K +6,235 New
KWM
627
Kingsman Wealth Management
Florida
$285K +$52.1K +1,123 +22%
TWM
628
TCFG Wealth Management
California
$280K +$18K +388 +7%
PIA
629
Polaris Investment Advisors
Massachusetts
$280K +$283K +6,090 New
KP
630
Keel Point
Alabama
$279K -$1.25K -27 -0.4%
PW
631
PUREfi Wealth
Massachusetts
$275K +$277K +5,980 New
CPCM
632
Cardinal Point Capital Management
Ontario, Canada
$275K – – –
AWMG
633
ADG Wealth Management Group
Louisiana
$272K +$274K +5,913 New
AT
634
American Trust
Kentucky
$271K +$2.13K +46 +0.8%
AF
635
Aviso Financial
Ontario, Canada
$269K – – –
CCG
636
Capital CS Group
California
$267K -$19.9K -429 -7%
TPCW
637
TD Private Client Wealth
New York
$259K +$38.2K +824 +17%
BCA
638
Bay Capital Advisors
Virginia
$256K -$22.5K -485 -8%
SFG
639
Snider Financial Group
Washington
$255K +$257K +5,534 New
SI
640
Saxon Interests
Texas
$253K +$1.81K +39 +0.7%
SC
641
Savant Capital
Illinois
$252K +$254K +5,482 New
TNBTD
642
Trustmark National Bank Trust Department
Mississippi
$244K – – –
GIP
643
Greatmark Investment Partners
Georgia
$241K +$242K +5,225 New
RWA
644
Reicon Wealth Advisors
Georgia
$239K +$241K +5,200 New
GAFA
645
Garton & Associates Financial Advisors
Kentucky
$238K +$240K +5,163 New
MAM
646
Milestone Asset Management
Pennsylvania
$238K -$138K -2,975 -37%
SFG
647
SageGuard Financial Group
Tennessee
$237K +$239K +5,151 New
LWM
648
Liberty Wealth Management
California
$232K -$41.3K -890 -15%
GT
649
Glenview Trust
Kentucky
$227K +$229K +4,936 New
AIM
650
Advyzon Investment Management
Illinois
$227K +$229K +4,927 New
24 25
26
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