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Fidelity Enhanced Large Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
76
National Wealth Management Group
Ohio
$341K
EWA
77
EverSource Wealth Advisors
Alabama
$334K +$9.32K +269 +3%
VC
78
Vestor Capital
Illinois
$320K +$416 +12 +0.1%
AWS
79
Atria Wealth Solutions
New York
$293K -$4.78K -138 -2%
FWM
80
FMA Wealth Management
Massachusetts
$292K +$381 +11 +0.1%
MFS
81
Madrona Financial Services
Washington
$283K
VWM
82
Venturi Wealth Management
Texas
$283K +$277K +8,000 New
RBFC
83
Roman Butler Fullerton & Co
Missouri
$250K -$18.5K -535 -7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$249K +$2.6K +75 +1%
Ameriprise
85
Ameriprise
Minnesota
$240K +$236K +6,801 New
UBS Group
86
UBS Group
Switzerland
$234K -$63.4K -1,829 -22%
KTM
87
Keeler Thomas Management
Utah
$223K +$218K +6,305 New
TFS
88
Thoroughbred Financial Services
Tennessee
$216K +$212K +6,110 New
PFG
89
Pacific Financial Group
Washington
$213K +$209K +6,030 New
SS
90
Sunbelt Securities
Texas
$213K +$208 +6 +0.1%
RCM
91
Richardson Capital Management
Wisconsin
$204K
WTFG
92
Wood Tarver Financial Group
Idaho
$201K +$198K +5,707 New
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$198K +$194K +5,600 New
Wells Fargo
94
Wells Fargo
California
$197K +$143K +4,141 +289%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$166K +$163K +4,702 New
AWM
96
AE Wealth Management
Kansas
$141K +$139K +4,002 New
US Bancorp
97
US Bancorp
Minnesota
$138K +$37.5K +1,082 +38%
IA
98
IFP Advisors
Florida
$131K +$173 +5 +0.1%
EWA
99
EP Wealth Advisors
California
$129K -$5.68K -164 -4%
AF
100
Allworth Financial
California
$126K -$6.13K -177 -5%