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Fidelity Enhanced Large Cap Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$2.24M -$3.29M -99,448 -59%
SWM
27
Silverlake Wealth Management
Vermont
$1.97M +$747K +22,590 +61%
SWA
28
Sax Wealth Advisors
New Jersey
$1.43M +$1.44M +43,497 New
MG
29
Mather Group
Illinois
$1.18M -$331 -10 -0%
BFM
30
Broadview Financial Management
Wisconsin
$1.11M -$63.5K -1,921 -5%
CAC
31
Certified Advisory Corp
Florida
$1.07M -$8.6K -260 -0.8%
ASN
32
Advisory Services Network
Georgia
$1.04M +$1.04M +31,560 New
AA
33
Advisory Alpha
Michigan
$1.04M +$265K +8,021 +34%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$996K +$18K +545 +2%
PAG
35
Private Advisor Group
New Jersey
$930K +$53.2K +1,608 +6%
CWA
36
Canvas Wealth Advisors
Kansas
$887K +$891K +26,937 New
BRWA
37
B. Riley Wealth Advisors
Florida
$881K +$98.1K +2,967 +12%
HighTower Advisors
38
HighTower Advisors
Illinois
$876K -$107K -3,235 -11%
AWM
39
Apex Wealth Management
New Hampshire
$828K +$831K +25,130 New
Morgan Stanley
40
Morgan Stanley
New York
$747K +$157K +4,742 +26%
PA
41
Parallel Advisors
California
$729K +$2.05K +62 +0.3%
LWL
42
Leo Wealth LLC
Texas
$727K -$131K -3,963 -15%
BFS
43
BridgePort Financial Solutions
Iowa
$703K +$711K +21,503 New
MWM
44
Maripau Wealth Management
Indiana
$695K +$10.1K +304 +1%
SAW
45
Signal Advisors Wealth
Michigan
$695K +$10.1K +304 +1%
SB
46
Strategic Blueprint
Georgia
$666K +$177K +5,345 +36%
HI
47
Harbour Investments
Wisconsin
$660K +$176K +5,319 +36%
Creative Planning
48
Creative Planning
Kansas
$609K +$178K +5,369 +41%
LF
49
Lighthouse Financial
Florida
$606K +$608K +18,390 New
Lido Advisors
50
Lido Advisors
California
$592K +$123K +3,728 +26%