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Fidelity Enhanced Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HG
76
Harbor Group
New Hampshire
$302K +$1.4K +39 +0.5%
FF
77
Foronjy Financial
California
$298K +$1.32K +37 +0.4%
TGAM
78
TBH Global Asset Management
Tennessee
$286K +$293K +8,191 New
EWA
79
Exencial Wealth Advisors
Oklahoma
$285K +$40.8K +1,141 +16%
LA
80
Lifeworks Advisors
Michigan
$279K
OWA
81
Outlook Wealth Advisors
Texas
$276K +$1.29K +36 +0.5%
CA
82
Clearstead Advisors
Ohio
$273K
IA
83
IFP Advisors
Florida
$272K +$429 +12 +0.2%
LWL
84
Leo Wealth LLC
Texas
$271K -$3.04K -85 -1%
GWM
85
GSB Wealth Management
Connecticut
$263K +$1.25K +35 +0.5%
CWM
86
Centurion Wealth Management
Virginia
$254K -$5.83K -163 -2%
RIA
87
Regal Investment Advisors
Michigan
$254K +$36 +1 +0%
JWA
88
JFS Wealth Advisors
Pennsylvania
$248K +$230K +6,435 +974%
FWM
89
FMA Wealth Management
Massachusetts
$246K +$1.15K +32 +0.5%
CAM
90
Cresset Asset Management
Illinois
$243K +$251 +7 +0.1%
UBS Group
91
UBS Group
Switzerland
$238K +$25.8K +722 +12%
CBU
92
CIBC Bancorp USA
Illinois
$232K +$238K +6,657 New
Stifel Financial
93
Stifel Financial
Missouri
$231K +$237K +6,614 New
B
94
Bensler
Washington
$223K -$6.84K -191 -3%
VFA
95
Valeo Financial Advisors
Indiana
$217K +$14.5K +404 +7%
CW
96
CreativeOne Wealth
Kansas
$217K +$222K +6,214 New
MSFP
97
Mark Sheptoff Financial Planning
Connecticut
$217K +$931 +26 +0.5%
MSA
98
Marino Stram & Associates
Massachusetts
$216K
CAM
99
Clark Asset Management
New Hampshire
$215K +$220K +6,153 New
AA
100
Aufman Associates
Pennsylvania
$214K