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Fidelity Enhanced Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
101
Winthrop Advisory Group
Massachusetts
$211K -$9.7K -271 -4%
WA
102
WealthTrust Axiom
Pennsylvania
$209K +$215K +6,001 New
DFG
103
Dynamic Financial Group
Iowa
$200K +$205K +5,731 New
FFA
104
Farther Finance Advisors
California
$199K +$39.4K +1,102 +24%
CAM
105
Clarity Asset Management
Iowa
$189K -$454K -12,689 -70%
KFI
106
Key Financial Inc
Pennsylvania
$177K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$175K +$2K +56 +1%
SN
108
Sittner & Nelson
Oregon
$156K -$112K -3,136 -41%
IAAG
109
Innovative Asset Advisors Group
Connecticut
$152K +$156K +4,359 New
SPIA
110
Steward Partners Investment Advisory
New York
$138K +$13.7K +382 +11%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$138K +$145K +4,040 New
RCM
112
Richardson Capital Management
Wisconsin
$134K
CTWM
113
Cherry Tree Wealth Management
Minnesota
$127K
CA
114
CoreCap Advisors
Michigan
$125K +$46.1K +1,288 +56%
AWM
115
AE Wealth Management
Kansas
$90.9K +$83.4K +2,331 +857%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$80.4K
AF
117
Align Financial
Minnesota
$70.4K -$2.43M -67,926 -97%
CI
118
Cordant Inc
Oregon
$68.9K +$322 +9 +0.5%
NSIM
119
North Star Investment Management
Illinois
$59.5K +$286 +8 +0.5%
LWM
120
Lodestone Wealth Management
Washington
$57.9K +$34.7K +969 +141%
AssetMark Inc
121
AssetMark Inc
California
$54.9K +$3.22K +90 +6%
SWM
122
SHP Wealth Management
Massachusetts
$54.4K +$716 +20 +1%
EWA
123
EverSource Wealth Advisors
Alabama
$40.2K +$8.3K +232 +25%
HIW
124
Holos Integrated Wealth
Pennsylvania
$30.9K
Vanguard Advisers Inc
125
Vanguard Advisers Inc
Pennsylvania
$29.4K +$30.1K +842 New