We are live on ! Find out more
FDMO icon

Fidelity Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
51
RCS Financial Planning
Maryland
$787K -$83.4K -907 -10%
KWS
52
Keystone Wealth Services
California
$735K
OWM
53
Orgel Wealth Management
Wisconsin
$675K -$55.6K -605 -8%
VA
54
Valmark Advisers
Ohio
$669K -$288K -3,130 -32%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$654K -$38.5K -419 -6%
IC
56
Inscription Capital
Texas
$652K
SCM
57
Stonehearth Capital Management
Massachusetts
$624K -$60.1K -654 -9%
WIA
58
World Investment Advisors
California
$575K
AG
59
Ascent Group
Virginia
$548K +$76.6K +834 +18%
Jane Street
60
Jane Street
New York
$548K -$967K -10,522 -65%
SWA
61
Sax Wealth Advisors
New Jersey
$546K
WI
62
Westbourne Investments
Virginia
$484K
APFP
63
Action Point Financial Planning
Michigan
$469K +$162K +1,768 +59%
GRP
64
Global Retirement Partners
California
$445K +$415K +4,519 New
AWM
65
Axxcess Wealth Management
California
$428K +$399K +4,340 New
DWM
66
Darwin Wealth Management
Florida
$428K +$368 +4 +0.1%
HF
67
HRT Financial
New York
$421K +$393K +4,274 New
AIA
68
AssuredPartners Investment Advisors
Florida
$411K
LW
69
Linscomb Wealth
Texas
$394K
SPC
70
Sigma Planning Corp
Michigan
$373K +$43.1K +469 +14%
TPWA
71
Twin Peaks Wealth Advisors
California
$362K +$243K +2,640 +256%
RT
72
Rockland Trust
Massachusetts
$319K +$297K +3,235 New
Mariner
73
Mariner
Kansas
$302K -$109K -1,187 -28%
RIA
74
Regal Investment Advisors
Michigan
$295K +$275K +2,990 New
MML Investors Services
75
MML Investors Services
Massachusetts
$284K +$264K +2,877 New