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Fidelity Low Volatility Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Security Financial Services
Indiana
$928K -$35.7K -520 -4%
AAS
52
Asset Allocation Strategies
Michigan
$907K -$65.4K -954 -7%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$877K -$527K -7,682 -37%
Creative Planning
54
Creative Planning
Kansas
$808K +$47.7K +695 +6%
GVAG
55
Great Valley Advisor Group
Delaware
$808K -$549 -8 -0.1%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$788K +$39.7K +579 +5%
SMG
57
Smart Money Group
Texas
$776K -$155K -2,267 -17%
MML Investors Services
58
MML Investors Services
Massachusetts
$758K +$433K +6,311 +132%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$718K +$7.13K +104 +1%
CFB
60
Cullen/Frost Bankers
Texas
$706K +$1.99K +29 +0.3%
SPC
61
Sigma Planning Corp
Michigan
$672K +$18K +262 +3%
ASN
62
Advisory Services Network
Georgia
$653K -$6.31K -92 -1%
SPIA
63
Steward Partners Investment Advisory
New York
$634K +$51.9K +757 +9%
HI
64
Harbour Investments
Wisconsin
$626K +$363K +5,299 +137%
AWE
65
Avidian Wealth Enterprises
Texas
$623K -$46.1K -672 -7%
BFG
66
Buttonwood Financial Group
Missouri
$614K +$40.5K +590 +7%
UBS Group
67
UBS Group
Switzerland
$593K +$217K +3,159 +57%
WIM
68
Westside Investment Management
California
$577K -$85K -1,240 -13%
IWC
69
Integrated Wealth Concepts
Massachusetts
$565K +$5.35K +78 +1%
Betterment LLC
70
Betterment LLC
New York
$560K +$32.7K +477 +6%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$526K +$112K +1,627 +27%
Mariner
72
Mariner
Kansas
$516K +$61K +889 +13%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$509K +$39.9K +582 +8%
WI
74
Westbourne Investments
Virginia
$498K
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$490K +$78.7K +1,147 +19%