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Fidelity Enhanced Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mission Wealth Management
California
$201K +$192K +5,019 New
GRP
127
Global Retirement Partners
California
$186K +$178K +4,647 New
CA
128
CoreCap Advisors
Michigan
$184K +$38K +992 +28%
SN
129
Sittner & Nelson
Oregon
$179K – – –
IAAG
130
Innovative Asset Advisors Group
Connecticut
$175K – – –
SPIA
131
Steward Partners Investment Advisory
New York
$159K – – –
RCM
132
Richardson Capital Management
Wisconsin
$154K – – –
CTWM
133
Cherry Tree Wealth Management
Minnesota
$146K – – –
FFA
134
Farther Finance Advisors
California
$143K -$81.3K -2,123 -37%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$125K +$31.4K +820 +36%
AWM
136
AE Wealth Management
Kansas
$81.1K -$22.2K -580 -22%
AF
137
Align Financial
Minnesota
$80.9K – – –
CI
138
Cordant Inc
Oregon
$79.4K +$268 +7 +0.4%
AssetMark Inc
139
AssetMark Inc
California
$69.3K +$5.97K +156 +10%
NSIM
140
North Star Investment Management
Illinois
$68.5K +$230 +6 +0.4%
LWM
141
Lodestone Wealth Management
Washington
$66.5K – – –
POIA
142
Pin Oak Investment Advisors
Texas
$56K +$53.8K +1,405 New
EWA
143
EverSource Wealth Advisors
Alabama
$46.2K – – –
JP Morgan Chase
144
JP Morgan Chase
New York
$40.3K +$27.5K +719 +251%
Vanguard Advisers Inc
145
Vanguard Advisers Inc
Pennsylvania
$37K +$3.14K +82 +10%
HIW
146
Holos Integrated Wealth
Pennsylvania
$35.7K – – –
AF
147
Allworth Financial
California
$32.3K -$115 -3 -0.4%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$31.8K +$15.3K +401 +102%
FFA
149
Founders Financial Alliance
North Carolina
$29.3K – – –
PIS
150
POM Investment Strategies
North Carolina
$28.9K – – –