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Fidelity Low Volatility Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$299K
KPWS
52
Kestra Private Wealth Services
Texas
$281K +$271K +5,376 New
IAN
53
Integrated Advisors Network
Texas
$276K -$32.1K -637 -11%
Morgan Stanley
54
Morgan Stanley
New York
$266K -$1.18M -23,341 -82%
UBS Group
55
UBS Group
Switzerland
$266K +$19.6K +388 +8%
SFG
56
Sovereign Financial Group
Connecticut
$262K
TSWM
57
Tyler-Stone Wealth Management
Ohio
$241K +$232K +4,613 New
APA
58
American Portfolios Advisors
New York
$221K +$554 +11 +0.3%
JIC
59
Johnson Investment Counsel
Ohio
$217K +$209K +4,145 New
SS
60
Sunbelt Securities
Texas
$211K +$217K +4,298 New
DWP
61
Destiny Wealth Partners
Florida
$197K
HNB
62
Huntington National Bank
Ohio
$153K
EIP
63
Ellis Investment Partners
Pennsylvania
$109K +$202 +4 +0.2%
1IA
64
1834 Investment Advisors
Wisconsin
$105K
AAP
65
Arax Advisory Partners
Colorado
$90K +$252 +5 +0.3%
CFA
66
Carroll Financial Associates
North Carolina
$79K
SCA
67
Snowden Capital Advisors
New York
$79K +$76.6K +1,520 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$71K +$66.9K +1,328 +4,024%
CWA
69
Clearview Wealth Advisors
Oregon
$55K -$13.5K -268 -20%
FFWM
70
Future Financial Wealth Management
Ohio
$54K +$52.2K +1,035 New
COCM
71
Charter Oak Capital Management
New Hampshire
$42K +$40.3K +800 New
CFGS
72
Concourse Financial Group Securities
Alabama
$26K
ACA
73
Aptus Capital Advisors
Alabama
$23K +$22.2K +440 New
SWM
74
Spire Wealth Management
Virginia
$18K +$9.27K +184 +116%
PGAM
75
Princeton Global Asset Management
New Jersey
$13K -$12.6K -250 -50%