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Fidelity Total Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
76
Whitney & Co
New York
$35.8M +$2.36M +50,848 +7%
AAS
77
Ameritas Advisory Services
Nebraska
$35.5M +$20.6M +444,855 +136%
SWM
78
Shakespeare Wealth Management
Wisconsin
$35.3M +$1.73M +37,181 +5%
CFC
79
Coyle Financial Counsel
Illinois
$35.1M +$1.24M +26,679 +4%
UWPG
80
Ullmann Wealth Partners Group
Florida
$35M +$29.3M +631,409 +507%
GRP
81
Global Retirement Partners
California
$35M +$1.87M +40,263 +6%
WAAG
82
Wealth Alliance Advisory Group
Kansas
$34.9M +$2.81M +60,569 +9%
CIA
83
Compass Ion Advisors
Pennsylvania
$34.9M +$3.05M +65,632 +9%
AL
84
Aspiriant LLC
California
$33.9M +$8.72M +187,987 +34%
VC
85
Vicus Capital
Pennsylvania
$33.8M +$768K +16,541 +2%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$33.7M +$1.86M +40,102 +6%
KWM
87
KFG Wealth Management
Indiana
$33.1M +$2.35M +50,574 +8%
WA
88
WBH Advisory
Maryland
$32.8M +$4.58M +98,605 +16%
FFA
89
Farther Finance Advisors
California
$31.6M +$19M +409,123 +147%
CAM
90
CPA Asset Management
Florida
$31.3M +$2.48M +53,374 +9%
AFG
91
ABLE Financial Group
Arizona
$31.2M +$4.22M +90,859 +15%
WMR
92
Wealth Management Resources
Rhode Island
$30.3M -$2.62M -56,506 -8%
SFA
93
Souders Financial Advisors
Ohio
$30.1M +$3.34M +71,993 +12%
LFG
94
Larson Financial Group
Missouri
$30M +$2.23M +48,083 +8%
NRI
95
NFP Retirement Inc
California
$29.6M +$3.58M +77,111 +14%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$29.4M +$19.4M +417,195 +188%
LS
97
Leelyn Smith
Illinois
$28.9M +$26.6M +572,951 +1,051%
KPWS
98
Kestra Private Wealth Services
Texas
$28.2M +$5.31M +114,355 +23%
NAS
99
Nicolet Advisory Services
Wisconsin
$27.3M +$1.5M +32,356 +6%
WA
100
Waverly Advisors
Alabama
$27.2M +$7.85M +169,171 +40%