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Fidelity Total Bond ETF
FBND

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
626
Aurora Private Wealth
New Jersey
$364K – – –
PCM
627
Permanent Capital Management
Illinois
$362K – – –
AWM
628
AE Wealth Management
Kansas
$355K +$47.2K +1,024 +15%
MAM
629
Milestone Asset Management
Pennsylvania
$351K +$116K +2,524 +49%
NG
630
Novem Group
New York
$349K +$922 +20 +0.3%
WQ
631
Wealth Quarterback
New Jersey
$334K +$9.04K +196 +3%
DT
632
Diversified Trust
Tennessee
$332K -$5.03K -109 -1%
DWT
633
Dorsey & Whitney Trust
South Dakota
$330K +$333K +7,223 New
PWA
634
Pitcairn Wealth Advisors
Pennsylvania
$321K -$46 -1 -0%
LIM
635
Leavell Investment Management
Alabama
$315K +$29.5K +640 +10%
JJBC
636
James J. Burns & Company
New York
$313K +$3.92K +85 +1%
NF
637
Nikulski Financial
Iowa
$308K +$311K +6,752 New
SA
638
Scarborough Advisors
Maryland
$307K +$310K +6,731 New
MFA
639
Mayflower Financial Advisors
Massachusetts
$305K +$308K +6,676 New
IA
640
Invested Advisors
Pennsylvania
$303K +$307K +6,653 New
AWMG
641
ADG Wealth Management Group
Louisiana
$302K +$32.7K +708 +12%
CCG
642
Capital CS Group
California
$300K +$36.4K +789 +14%
CA
643
Crumly & Associates
Illinois
$299K -$6.06M -131,386 -95%
BCMLT
644
Beacon Capital Management LLC (Tennessee)
Tennessee
$298K -$4.33K -94 -1%
SIM
645
Synergy Investment Management
Florida
$297K – – –
LWM
646
Liberty Wealth Management
California
$295K +$67.1K +1,454 +29%
BJL
647
Brighton Jones LLC
Washington
$291K +$294K +6,370 New
KWM
648
Kingsman Wealth Management
Florida
$286K +$3.55K +77 +1%
PW
649
PUREfi Wealth
Massachusetts
$282K +$9.78K +212 +4%
TWM
650
TCFG Wealth Management
California
$278K – – –
24 25
26
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