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Fidelity Enhanced Large Cap Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$490K +$105K +3,735 +29%
SB
27
Strategic Blueprint
Georgia
$449K -$1.43K -51 -0.3%
Cerity Partners
28
Cerity Partners
New York
$444K +$1.46K +52 +0.3%
VFA
29
Valeo Financial Advisors
Indiana
$442K -$308 -11 -0.1%
JP Morgan Chase
30
JP Morgan Chase
New York
$423K -$14.5K -518 -3%
NCM
31
NCM Capital Management
New Jersey
$389K +$1.29K +46 +0.4%
Lido Advisors
32
Lido Advisors
California
$384K +$49.3K +1,760 +16%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$374K +$200K +7,161 +130%
OMC
34
Old Mission Capital
Illinois
$370K +$351K +12,533 New
HighTower Advisors
35
HighTower Advisors
Illinois
$308K +$81.1K +2,899 +38%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$295K -$76.7K -2,740 -22%
SCA
37
Snowden Capital Advisors
New York
$276K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$262K +$248K +8,869 New
KWMG
39
King Wealth Management Group
Florida
$254K +$728 +26 +0.3%
PWM
40
Prosperity Wealth Management
California
$242K +$230K +8,214 New
TCM
41
TD Capital Management
Tennessee
$224K +$102K +3,635 +92%
PA
42
Pinnacle Associates
New York
$221K +$210K +7,485 New
Wells Fargo
43
Wells Fargo
California
$216K +$190K +6,797 +1,278%
ASN
44
Advisory Services Network
Georgia
$215K +$17.9K +639 +10%
IAG
45
Investment Advisory Group
Massachusetts
$205K +$195K +6,955 New
LWL
46
Leo Wealth LLC
Texas
$204K +$193K +6,902 New
CAL
47
Capital Analysts LLC
Pennsylvania
$202K +$50K +1,787 +35%
HI
48
Harbour Investments
Wisconsin
$178K +$112K +3,989 +196%
US Bancorp
49
US Bancorp
Minnesota
$154K +$532 +19 +0.4%
FP
50
Financial Perspectives
Minnesota
$150K +$560 +20 +0.4%