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Fidelity Total Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$62.1M -$510K -10,141 -0.8%
BCI
2
Brinker Capital Investments
Pennsylvania
$33.9M
EWF
3
Epstein & White Financial
California
$26.4M +$2.8M +55,648 +12%
AWM
4
AE Wealth Management
Kansas
$26.2M +$15.3M +304,480 +146%
CWG
5
Cornerstone Wealth Group
North Carolina
$25.2M -$276K -5,483 -1%
SS
6
Simplicity Solutions
Minnesota
$18.9M +$2.67M +53,102 +17%
CWM
7
CMH Wealth Management
New Hampshire
$17.3M +$518K +10,311 +3%
LI
8
LVZ Inc
Michigan
$15.4M -$251K -4,999 -2%
UBS Group
9
UBS Group
Switzerland
$14.8M -$193K -3,841 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$13.5M +$1.3M +25,849 +11%
SWM
11
Shakespeare Wealth Management
Wisconsin
$11.5M +$11.4M +225,843 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.2M +$3.15M +62,625 +46%
HNB
13
Huntington National Bank
Ohio
$8.46M
VC
14
Vicus Capital
Pennsylvania
$7.47M +$666K +13,241 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.82M -$314K -6,248 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.05M -$179K -3,560 -4%
Bank of America
17
Bank of America
North Carolina
$3.65M +$393K +7,818 +12%
LPL Financial
18
LPL Financial
California
$3.6M +$367K +7,296 +12%
PAG
19
Private Advisor Group
New Jersey
$3.26M -$52.7K -1,048 -2%
ST
20
Spinnaker Trust
Maine
$2.82M +$81.3K +1,617 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.77M -$503 -10 -0%
CG
22
Colony Group
Massachusetts
$2.45M +$9.5K +189 +0.4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.82M +$412K +8,203 +30%
GIA
24
Gladstone Institutional Advisory
Florida
$1.33M +$1.31M +26,108 New
Mariner
25
Mariner
Kansas
$1.29M -$72.4K -1,441 -5%