We are live on ! Find out more
FFSM icon

Fidelity Fundamental Small-Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Buska Wealth Management
Wisconsin
$1.45M +$1.48M +45,301 New
SPC
27
Sigma Planning Corp
Michigan
$1.21M +$393K +12,001 +46%
KAS
28
Kestra Advisory Services
Texas
$977K +$449K +13,707 +81%
PWMA
29
Pension & Wealth Management Advisors
Massachusetts
$902K +$786 +24 +0.1%
HI
30
Harbour Investments
Wisconsin
$756K -$1.47K -45 -0.2%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$665K +$284K +8,674 +71%
PWM
32
Pines Wealth Management
North Carolina
$629K
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$574K +$343K +10,478 +141%
BWM
34
BAM Wealth Management
Colorado
$570K +$584K +17,831 New
Creative Planning
35
Creative Planning
Kansas
$490K +$2.19K +67 +0.4%
CW
36
CreativeOne Wealth
Kansas
$477K +$489K +14,932 New
BEI
37
Benjamin Edwards Inc
Missouri
$442K +$29.8K +909 +7%
WQ
38
Wealth Quarterback
New Jersey
$423K -$134K -4,105 -24%
Truist Financial
39
Truist Financial
North Carolina
$353K -$36.6K -1,119 -9%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$342K +$5.7K +174 +2%
HCM
41
Hicks Capital Management
Ohio
$331K
SWGC
42
Summit Wealth Group (Colorado)
Colorado
$315K +$323K +9,867 New
MA
43
Mutual Advisors
Nebraska
$313K +$688 +21 +0.2%
BCA
44
Bay Capital Advisors
Virginia
$312K +$5.47K +167 +2%
FFA
45
Farther Finance Advisors
California
$312K +$78.7K +2,403 +33%
KPWS
46
Kestra Private Wealth Services
Texas
$310K -$114K -3,472 -26%
Osaic Holdings
47
Osaic Holdings
Arizona
$264K -$301K -9,199 -53%
CCM
48
Cutler Capital Management
Massachusetts
$260K +$1.31K +40 +0.5%
EFH
49
Eaton Financial Holdings
Florida
$243K +$295 +9 +0.1%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$218K +$224K +6,832 New