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Fidelity Low Volatility Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$759K -$66K -983 -8%
Creative Planning
52
Creative Planning
Kansas
$719K +$86.8K +1,293 +13%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$694K -$351K -5,234 -33%
Corient Private Wealth
54
Corient Private Wealth
Florida
$681K -$13.6M -203,017 -95%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$672K -$1.61K -24 -0.2%
CFB
56
Cullen/Frost Bankers
Texas
$665K +$47.6K +709 +7%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$632K +$275K +4,092 +72%
AWE
58
Avidian Wealth Enterprises
Texas
$632K +$17K +253 +3%
WIM
59
Westside Investment Management
California
$626K -$12.8K -190 -2%
ASN
60
Advisory Services Network
Georgia
$623K -$63.2K -942 -9%
SPC
61
Sigma Planning Corp
Michigan
$619K +$40.4K +601 +7%
SPIA
62
Steward Partners Investment Advisory
New York
$550K +$49.2K +733 +9%
CSP
63
Cary Street Partners
Virginia
$548K -$8.26K -123 -1%
BCM
64
Brookstone Capital Management
Illinois
$544K -$10.3K -154 -2%
BFG
65
Buttonwood Financial Group
Missouri
$542K +$35K +522 +7%
IWC
66
Integrated Wealth Concepts
Massachusetts
$529K +$1.01K +15 +0.2%
Betterment LLC
67
Betterment LLC
New York
$499K +$44.4K +662 +9%
WI
68
Westbourne Investments
Virginia
$471K +$63.7K +949 +15%
SA
69
Strategic Advocates
Utah
$467K -$46.3K -689 -9%
SAI
70
Savvy Advisors Inc
New York
$456K +$45.9K +684 +11%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$443K +$37.9K +564 +9%
Mariner
72
Mariner
Kansas
$430K -$81.2K -1,210 -15%
CAM
73
Cresset Asset Management
Illinois
$407K
SFPG
74
Stonebridge Financial Planning Group
Florida
$404K
UIM
75
Unified Investment Management
Georgia
$397K