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Fidelity Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWIA
26
Bryant Woods Investment Advisors
New York
$990K -$61.3K -776 -6%
NWM
27
Nova Wealth Management
Florida
$783K -$12.4K -157 -2%
CFB
28
Cullen/Frost Bankers
Texas
$774K +$72.3K +916 +11%
OWM
29
Orgel Wealth Management
Wisconsin
$758K +$21.9K +277 +3%
KOC
30
Koss-Olinger Consulting
Florida
$683K
HPM
31
Hoxton Planning & Management
West Virginia
$655K
JWCA
32
J.W. Cole Advisors
Florida
$635K +$602K +7,631 New
AWM
33
AE Wealth Management
Kansas
$623K -$886K -11,221 -60%
SCM
34
Stonehearth Capital Management
Massachusetts
$581K
IWC
35
Integrated Wealth Concepts
Massachusetts
$577K -$35.9K -455 -6%
SWA
36
Sax Wealth Advisors
New Jersey
$566K
KWS
37
Keystone Wealth Services
California
$562K +$157K +1,991 +42%
IC
38
Inscription Capital
Texas
$550K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$456K +$23.8K +302 +6%
HFA
40
High Falls Advisors
New York
$405K +$77.1K +976 +25%
AG
41
Ascent Group
Virginia
$398K -$3.4K -43 -0.9%
GRP
42
Global Retirement Partners
California
$375K
DWM
43
Darwin Wealth Management
Florida
$360K +$237 +3 +0.1%
AIA
44
AssuredPartners Investment Advisors
Florida
$347K
WI
45
Westbourne Investments
Virginia
$333K +$309K +3,912 New
LW
46
Linscomb Wealth
Texas
$333K
EH
47
Equitable Holdings
New York
$312K +$19.8K +251 +7%
SPC
48
Sigma Planning Corp
Michigan
$302K +$287K +3,635 New
KIM
49
Kestra Investment Management
Texas
$299K -$39.1K -495 -12%
OMC
50
Old Mission Capital
Illinois
$250K -$1.4M -17,685 -85%