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Fidelity Fundamental Large Cap Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mascagni Wealth Management
Mississippi
$1.11M +$86.5K +1,512 +9%
SSW
52
Smith Shellnut Wilson
Mississippi
$1.06M +$220K +3,849 +27%
WWM
53
Western Wealth Management
Colorado
$991K +$421K +7,356 +78%
WIA
54
World Investment Advisors
California
$953K
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$870K -$486K -8,496 -37%
APWA
56
Atlas Private Wealth Advisors
New Jersey
$869K +$60.1K +1,050 +8%
PSCM
57
Per Stirling Capital Management
Texas
$840K
AAS
58
Ameritas Advisory Services
Nebraska
$837K +$812K +14,200 New
HP
59
Holistic Planning
Texas
$816K +$20.6K +360 +3%
ACA
60
Aptus Capital Advisors
Alabama
$771K +$314K +5,481 +72%
NCTC
61
New Covenant Trust Company
Indiana
$694K -$10.8K -188 -2%
WAS
62
Westco Advisory Services
New York
$693K -$11.4K -200 -2%
JWCA
63
J.W. Cole Advisors
Florida
$668K +$648K +11,336 New
Morgan Stanley
64
Morgan Stanley
New York
$667K +$567K +9,916 +703%
BCA
65
Bay Colony Advisors
Massachusetts
$658K +$89.3K +1,562 +16%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$640K +$621K +10,862 New
Brown Advisory
67
Brown Advisory
Maryland
$640K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$551K +$437K +7,644 +449%
Raymond James Financial
69
Raymond James Financial
Florida
$546K +$103K +1,805 +24%
PS
70
Principal Securities
Iowa
$530K +$16.8K +293 +3%
EFG
71
Elm3 Financial Group
Georgia
$523K -$11.4K -199 -2%
IWC
72
Integrated Wealth Concepts
Massachusetts
$517K +$972 +17 +0.2%
OFS
73
OneAscent Financial Services
Alabama
$506K +$4.06K +71 +0.8%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$498K +$240K +4,200 +99%
DAS
75
Dynamic Advisor Solutions
Arizona
$487K +$473K +8,270 New