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Fidelity Fundamental Small-Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Principal Securities
Iowa
$2.77M +$530K +14,864 +26%
DC
27
Dahring Cusmano
Michigan
$2.59M +$420K +11,764 +21%
SPC
28
Sigma Planning Corp
Michigan
$2.26M +$761K +21,318 +56%
PSCM
29
Per Stirling Capital Management
Texas
$2.07M -$133K -3,726 -6%
KAS
30
Kestra Advisory Services
Texas
$1.58M +$383K +10,725 +35%
CGH
31
CMG Global Holdings
Texas
$1.28M +$1.19M +33,396 New
Two Sigma Investments
32
Two Sigma Investments
New York
$1.17M +$1.09M +30,600 New
PA
33
PFG Advisors
Arizona
$1.06M +$989K +27,732 New
PWM
34
Pines Wealth Management
North Carolina
$1.06M +$285K +7,980 +41%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$998K +$189K +5,300 +25%
PWMA
36
Pension & Wealth Management Advisors
Massachusetts
$908K -$159K -4,458 -16%
HI
37
Harbour Investments
Wisconsin
$901K -$2.96K -83 -0.4%
SWGC
38
Summit Wealth Group (Colorado)
Colorado
$779K +$375K +10,511 +107%
Creative Planning
39
Creative Planning
Kansas
$727K +$131K +3,664 +24%
BWM
40
BAM Wealth Management
Colorado
$688K +$6.1K +171 +1%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$673K
Osaic Holdings
42
Osaic Holdings
Arizona
$646K +$308K +8,645 +105%
CW
43
CreativeOne Wealth
Kansas
$594K +$22K +616 +4%
BEI
44
Benjamin Edwards Inc
Missouri
$507K -$19.6K -550 -4%
WQ
45
Wealth Quarterback
New Jersey
$473K -$30.6K -859 -6%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$443K +$32.4K +907 +8%
BCA
47
Bay Capital Advisors
Virginia
$408K +$32.8K +920 +9%
Truist Financial
48
Truist Financial
North Carolina
$401K -$20.1K -564 -5%
FFA
49
Farther Finance Advisors
California
$397K +$27K +757 +8%
MA
50
Mutual Advisors
Nebraska
$374K +$357 +10 +0.1%