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Fidelity Enhanced Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$436K +$497 +18 +0.1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$431K +$139K +5,037 +52%
Creative Planning
28
Creative Planning
Kansas
$403K +$8.66K +314 +2%
SIG
29
Stonegate Investment Group
Alabama
$396K +$374K +13,558 New
B
30
Bensler
Washington
$390K -$46.4K -1,682 -11%
Morgan Stanley
31
Morgan Stanley
New York
$370K -$64.8K -2,350 -16%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$349K +$329K +11,941 New
MML Investors Services
33
MML Investors Services
Massachusetts
$334K +$61.2K +2,219 +24%
Citigroup
34
Citigroup
New York
$334K
CAM
35
Cresset Asset Management
Illinois
$326K +$308K +11,177 New
ASN
36
Advisory Services Network
Georgia
$326K -$2.73K -99 -0.9%
MWM
37
Modera Wealth Management
New Jersey
$307K
EWA
38
Exencial Wealth Advisors
Oklahoma
$300K -$60.4K -2,188 -18%
AWM
39
AAF Wealth Management
Massachusetts
$284K +$2.57K +93 +1%
GLR
40
Great Lakes Retirement
Ohio
$282K +$266K +9,659 New
SN
41
Sittner & Nelson
Oregon
$280K
GWM
42
GSB Wealth Management
Connecticut
$253K +$2.29K +83 +1%
LA
43
Lifeworks Advisors
Michigan
$233K -$29.3K -1,062 -12%
BCI
44
Brinker Capital Investments
Pennsylvania
$232K +$219K +7,956 New
OPS
45
Orion Portfolio Solutions
Nebraska
$232K +$219K +7,956 New
NL
46
NWAM LLC
Washington
$232K +$2.1K +76 +1%
OWA
47
Outlook Wealth Advisors
Texas
$223K +$2.04K +74 +1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$212K +$200K +7,255 New
HighTower Advisors
49
HighTower Advisors
Illinois
$203K +$192K +6,975 New
US Bancorp
50
US Bancorp
Minnesota
$201K +$168K +6,093 +770%