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Fidelity Fundamental Small-Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$313K -$54.1K -1,516 -16%
CCM
52
Cutler Capital Management
Massachusetts
$300K -$9.46K -265 -3%
EFH
53
Eaton Financial Holdings
Florida
$291K +$285 +8 +0.1%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$261K
XT
55
XTX Topco
Cayman Islands
$250K +$233K +6,531 New
EWM
56
Elevation Wealth Management
Minnesota
$208K +$194K +5,435 New
IAS
57
Insigneo Advisory Services
Florida
$202K +$188K +5,280 New
Morgan Stanley
58
Morgan Stanley
New York
$149K +$49.7K +1,394 +55%
PWM
59
Provident Wealth Management
Tennessee
$135K +$3.17K +89 +3%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$114K +$50.9K +1,427 +91%
BC
61
Bulwark Capital
Florida
$96.9K
AF
62
Advisornet Financial
Minnesota
$93.6K +$25.4K +713 +41%
HAP
63
Harbor Asset Planning
Massachusetts
$75.3K +$62.8K +1,760 +830%
SWM
64
Spire Wealth Management
Virginia
$28.3K -$107 -3 -0.4%
CA
65
Clearstead Advisors
Ohio
$21.1K +$19.7K +551 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$21K -$222K -6,223 -92%
HFS
67
Hantz Financial Services
Michigan
$21K +$1.61K +45 +9%
Vanguard Advisers Inc
68
Vanguard Advisers Inc
Pennsylvania
$18.1K +$16.5K +463 +4,209%
AssetMark Inc
69
AssetMark Inc
California
$17.3K +$11.7K +327 +260%
AF
70
Allworth Financial
California
$13.9K +$13K +364 New
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$13.6K -$69.3K -1,941 -85%
AWM
72
AE Wealth Management
Kansas
$12.3K +$9.67K +271 +542%
EWA
73
EverSource Wealth Advisors
Alabama
$6.91K
SPIA
74
Steward Partners Investment Advisory
New York
$5.88K +$5.5K +154 New
NA
75
NewEdge Advisors
Louisiana
$5.01K +$4.53K +127 +3,175%