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Fidelity Enhanced Small Cap Core ETF
FESM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
201
Harbor Asset Planning
Massachusetts
$285K +$615 +14 +0.2%
IAS
202
Insigneo Advisory Services
Florida
$285K +$259K +5,900 New
JGUA
203
John G. Ullman & Associates
New York
$282K – – –
GIA
204
Gladstone Institutional Advisory
Florida
$282K +$256K +5,833 New
IFG
205
Independent Financial Group
California
$280K +$255K +5,790 New
ATI
206
ARK & TLK Investments
Oklahoma
$272K +$615 +14 +0.2%
NRI
207
NFP Retirement Inc
California
$272K +$248K +5,634 New
FWI
208
Facet Wealth Inc
Maryland
$268K +$244K +5,540 New
BA
209
Ballew Advisors
Mississippi
$266K +$246K +5,592 New
SAG
210
SageView Advisory Group
California
$266K – – –
SSWM
211
Sheets Smith Wealth Management
North Carolina
$258K – – –
BCWM
212
Ball & Co Wealth Management
Tennessee
$256K +$233K +5,299 +25,233%
DAS
213
Dynamic Advisor Solutions
Arizona
$249K +$227K +5,159 New
AWM
214
AE Wealth Management
Kansas
$243K +$201K +4,564 +988%
OG
215
Odyssey Group
Pennsylvania
$240K +$218K +4,961 New
KCM
216
Kathmere Capital Management
Pennsylvania
$237K +$216K +4,915 New
VEM
217
Vann Equity Management
Texas
$223K +$203K +4,608 New
WA
218
Wealthstar Advisors
Texas
$219K +$199K +4,534 New
AF
219
Advisornet Financial
Minnesota
$210K +$166K +3,768 +656%
VR
220
Valued Retirements
Texas
$209K +$190K +4,331 New
BJL
221
Brighton Jones LLC
Washington
$208K +$189K +4,305 New
NB
222
Nicolet Bankshares
Wisconsin
$207K +$190K +4,322 New
SWGC
223
Summit Wealth Group (Colorado)
Colorado
$202K +$184K +4,190 New
CA
224
Clearstead Advisors
Ohio
$185K – – –
PSB
225
Piscataqua Savings Bank
New Hampshire
$179K – – –
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