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Fidelity Low Volatility Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial Services Advisors
51
Raymond James Financial Services Advisors
Florida
$690K -$129K -2,181 -16%
CSPIA
52
Cary Street Partners Investment Advisory
Virginia
$658K -$76.8K -1,302 -11%
SIC
53
Samalin Investment Counsel
New York
$635K +$11.4K +193 +2%
Kestra Private Wealth Services
54
Kestra Private Wealth Services
Texas
$632K +$608K +10,298 New
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$624K +$139K +2,356 +30%
AWM
56
AllSquare Wealth Management
New York
$610K – – –
Foundations Investment Advisors
57
Foundations Investment Advisors
Arizona
$552K +$531K +9,001 New
Avantax Advisory Services
58
Avantax Advisory Services
Texas
$542K -$1.95K -33 -0.4%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$520K +$275K +4,662 +121%
Betterment LLC
60
Betterment LLC
New York
$517K +$2.6K +44 +0.5%
Avidian Wealth Enterprises
61
Avidian Wealth Enterprises
Texas
$501K +$482K +8,170 New
Integrated Wealth Concepts
62
Integrated Wealth Concepts
Massachusetts
$494K -$4.78K -81 -1%
Focus Partners Advisor Solutions
63
Focus Partners Advisor Solutions
Missouri
$489K – – –
Goldman Sachs
64
Goldman Sachs
New York
$474K -$68.7K -1,164 -13%
Private Advisor Group
65
Private Advisor Group
New Jersey
$430K -$6.67K -113 -2%
Sigma Planning Corp
66
Sigma Planning Corp
Michigan
$417K -$5.78K -98 -1%
Brookstone Capital Management
67
Brookstone Capital Management
Illinois
$402K -$1.53K -26 -0.4%
SOS
68
Silver Oak Securities
Tennessee
$391K +$115K +1,951 +44%
Cresset Asset Management
69
Cresset Asset Management
Illinois
$388K – – –
SS
70
Sunbelt Securities
Texas
$383K -$3.66K -62 -1%
Atria Wealth Solutions
71
Atria Wealth Solutions
New York
$375K +$95.3K +1,615 +36%
Kingswood Wealth Advisors
72
Kingswood Wealth Advisors
California
$361K +$3.48K +59 +1%
VFG
73
Valley Financial Group
Pennsylvania
$332K +$5.84K +99 +2%
Johnson Investment Counsel
74
Johnson Investment Counsel
Ohio
$323K -$4.6K -78 -1%
SFPG
75
Stonebridge Financial Planning Group
Florida
$322K -$47.2K -800 -13%