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Fidelity Enhanced Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
26
Independence Financial Advisors
New Hampshire
$928K +$943K +30,177 New
BCWM
27
Ball & Co Wealth Management
Tennessee
$804K +$37.4K +1,196 +5%
CFS
28
CRA Financial Services
New Jersey
$719K +$469 +15 +0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$682K +$693K +22,188 New
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$682K -$2.53K -81 -0.4%
RWP
31
RWA Wealth Partners
Massachusetts
$615K
NRI
32
NFP Retirement Inc
California
$601K +$57.3K +1,833 +10%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$590K +$12.3K +393 +2%
LFG
34
Larson Financial Group
Missouri
$572K -$33.6K -1,077 -5%
WA
35
WBH Advisory
Maryland
$568K -$104K -3,314 -15%
JIR
36
James Investment Research
Ohio
$540K +$89.8K +2,875 +20%
Creative Planning
37
Creative Planning
Kansas
$509K -$118K -3,787 -19%
HI
38
Harbour Investments
Wisconsin
$479K +$52.3K +1,674 +12%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$474K +$276K +8,836 +134%
CAM
40
Clarity Asset Management
Iowa
$462K +$469K +15,014 New
Morgan Stanley
41
Morgan Stanley
New York
$446K -$53.7K -1,718 -11%
AAS
42
Avantax Advisory Services
Texas
$440K -$9.09K -291 -2%
SIG
43
Stonegate Investment Group
Alabama
$424K +$1.97K +63 +0.5%
ASN
44
Advisory Services Network
Georgia
$397K +$469 +15 +0.1%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$389K +$63K +2,018 +19%
EHC
46
Everett Harris & Co
California
$356K -$362K -11,575 -50%
BWA
47
Bestgate Wealth Advisors
Maryland
$334K
Mariner
48
Mariner
Kansas
$331K +$336K +10,762 New
MWM
49
Modera Wealth Management
New Jersey
$330K
RF
50
Roxbury Financial
New Jersey
$303K +$293K +9,381 +6,254%