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Fidelity Enhanced Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$270K +$7.51K +221 +3%
WF
77
Warner Financial
Maryland
$263K +$258K +7,579 New
GWM
78
GSB Wealth Management
Connecticut
$260K +$1.05K +31 +0.4%
CWM
79
Centurion Wealth Management
Virginia
$258K +$253K +7,453 New
RIA
80
Regal Investment Advisors
Michigan
$252K +$247K +7,261 New
FWM
81
FMA Wealth Management
Massachusetts
$243K +$170 +5 +0.1%
EWA
82
Exencial Wealth Advisors
Oklahoma
$243K +$748 +22 +0.3%
CAM
83
Cresset Asset Management
Illinois
$241K +$29.6K +871 +14%
HighTower Advisors
84
HighTower Advisors
Illinois
$239K +$234K +6,889 New
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$230K -$3.5K -103 -2%
B
86
Bensler
Washington
$228K -$7.92K -233 -3%
WAG
87
Winthrop Advisory Group
Massachusetts
$219K +$214K +6,306 New
MSA
88
Marino Stram & Associates
Massachusetts
$214K -$18.2K -534 -8%
Corient Private Wealth
89
Corient Private Wealth
Florida
$214K +$850 +25 +0.4%
AA
90
Aufman Associates
Pennsylvania
$213K
UBS Group
91
UBS Group
Switzerland
$211K +$173K +5,084 +502%
VFA
92
Valeo Financial Advisors
Indiana
$202K -$24.9K -732 -11%
MSFP
93
Mark Sheptoff Financial Planning
Connecticut
$196K +$782 +23 +0.4%
KFI
94
Key Financial Inc
Pennsylvania
$175K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$172K +$143K +4,204 +558%
FFA
96
Farther Finance Advisors
California
$159K +$84.2K +2,477 +118%
RCM
97
Richardson Capital Management
Wisconsin
$133K
CTWM
98
Cherry Tree Wealth Management
Minnesota
$126K
SPIA
99
Steward Partners Investment Advisory
New York
$124K +$1.77K +52 +1%
GRP
100
Global Retirement Partners
California
$105K +$408 +12 +0.4%