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Fidelity Low Volatility Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$2.71K – – –
BIA
152
Bell Investment Advisors
California
$2.52K – – –
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.26K – – –
PWA
154
Physician Wealth Advisors
Utah
$2.17K – – –
B
155
Bayban
Minnesota
$1.94K – – –
SIS
156
Sound Income Strategies
Florida
$1.71K +$806 +12 +86%
JWM
157
JPL Wealth Management
Colorado
$1.51K +$1.54K +23 New
MWM
158
Mosley Wealth Management
California
$1.45K +$1.48K +22 New
William Blair & Company
159
William Blair & Company
Illinois
$1.17K – – –
RIAS
160
Rachor Investment Advisory Services
Michigan
$844 +$873 +13 New
TCM
161
Triumph Capital Management
Colorado
$517 – – –
Smartleaf Asset Management
162
Smartleaf Asset Management
Massachusetts
$508 – – –
NA
163
Networth Advisors
Pennsylvania
$129 – – –
HHGA
164
Halbert Hargrove Global Advisors
California
$66 +$67 +1 New
Blue Trust Inc
165
Blue Trust Inc
Georgia
$60 +$67 +1 New
Howard Capital Management
166
Howard Capital Management
Georgia
– -$15.6M -233,344 Closed
Foundations Investment Advisors
167
Foundations Investment Advisors
Arizona
– -$5.85M -87,683 Closed
SOS
168
Silver Oak Securities
Tennessee
– -$1.75M -26,009 Closed
OFG
169
OmniStar Financial Group
North Carolina
– -$1.64M -24,540 Closed
Two Sigma Investments
170
Two Sigma Investments
New York
– -$1.64M -24,500 Closed
JWCA
171
J.W. Cole Advisors
Florida
– -$1.25M -18,747 Closed
Citadel Advisors
172
Citadel Advisors
Florida
– -$1.07M -16,091 Closed
Citigroup
173
Citigroup
New York
– -$604K -9,055 Closed
Kestra Investment Management
174
Kestra Investment Management
Texas
– -$242K -3,624 Closed
Axxcess Wealth Management
175
Axxcess Wealth Management
California
– -$206K -3,082 Closed