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Fidelity Fundamental Large Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$550K +$32.7K +1,165 +7%
PS
27
Principal Securities
Iowa
$500K -$18.9K -674 -4%
PAG
28
Private Advisor Group
New Jersey
$473K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$462K -$92.9K -3,313 -17%
AWM
30
Avaii Wealth Management
Wisconsin
$436K -$1.65K -59 -0.4%
JWCA
31
J.W. Cole Advisors
Florida
$428K +$10.1K +360 +3%
PAS
32
PKS Advisory Services
New York
$357K +$22.4K +800 +7%
MOS
33
MGO One Seven
Ohio
$349K +$32.3K +1,151 +11%
MML Investors Services
34
MML Investors Services
Massachusetts
$345K +$46.2K +1,650 +16%
SS
35
Sunbelt Securities
Texas
$331K -$4.93K -176 -2%
Morgan Stanley
36
Morgan Stanley
New York
$324K +$44.7K +1,594 +17%
SDWIA
37
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$309K
P
38
&Partners
Tennessee
$305K
HG
39
Herbst Group
Connecticut
$295K +$28K +1,000 +11%
CL
40
CLG LLC
California
$250K +$13.8K +492 +6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$212K +$202K +7,203 New
DC
42
Davenport & Co
Virginia
$206K +$196K +7,000 New
UBS Group
43
UBS Group
Switzerland
$108K +$103K +3,676 New
AAS
44
Ameritas Advisory Services
Nebraska
$105K +$84 +3 +0.1%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$87K +$58.9K +2,100 +249%
FP
46
Financial Perspectives
Minnesota
$61.9K
GEA
47
Glen Eagle Advisors
New Jersey
$47.1K
CI
48
CX Institutional
Indiana
$13K
IA
49
IFP Advisors
Florida
$9.58K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.21K +$1.15K +41 New