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Fidelity Total Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
176
Octavia Wealth Advisors
Ohio
$323K +$331K +6,475 New
Stifel Financial
177
Stifel Financial
Missouri
$307K +$65.9K +1,290 +26%
JIC
178
JRM Investment Counsel
Nebraska
$300K -$75.4K -1,474 -20%
BRWM
179
B. Riley Wealth Management
Tennessee
$299K +$26.2K +512 +9%
RF
180
Rollins Financial
Georgia
$283K -$130K -2,544 -31%
MSCM
181
McElhenny Sheffield Capital Management
Texas
$273K -$3.12K -61 -1%
Bank of New York Mellon
182
Bank of New York Mellon
New York
$263K -$95.6K -1,870 -26%
NPF
183
Norris Perne & French
Michigan
$263K +$25.6K +500 +10%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$263K +$71.1K +1,390 +36%
KFAA
185
Klaas Financial Asset Advisors
Illinois
$254K -$112K -2,189 -30%
KLI
186
Kelman-Lazarov Inc
Tennessee
$254K +$4.14K +81 +2%
IWC
187
Integrated Wealth Concepts
Massachusetts
$243K -$42.1K -824 -14%
PAS
188
Park Avenue Securities
New York
$216K +$222K +4,333 New
AWA
189
Arete Wealth Advisors
Illinois
$210K
ZIM
190
Zacks Investment Management
Illinois
$209K -$132K -2,576 -38%
GIP
191
Greatmark Investment Partners
Georgia
$207K
GRP
192
Global Retirement Partners
California
$183K +$195K +3,822 New
Wells Fargo
193
Wells Fargo
California
$145K +$128K +2,511 +617%
GWS
194
Glassman Wealth Services
Virginia
$99K +$101K +1,985 New
ODG
195
O'Dell Group
Ohio
$96K +$98.4K +1,924 New
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$94.6K +$97.1K +1,900 New
FP
197
Financial Perspectives
Minnesota
$93.5K
AWM
198
Avior Wealth Management
Nebraska
$76K -$48.2K -943 -38%
PB
199
Pinnacle Bancorp
Nebraska
$75K
AAP
200
Arax Advisory Partners
Colorado
$74K +$12K +234 +19%