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Fidelity Fundamental Small-Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$217K -$196K -5,989 -47%
PWM
52
Provident Wealth Management
Tennessee
$110K +$7.17K +219 +7%
BC
53
Bulwark Capital
Florida
$81K
Morgan Stanley
54
Morgan Stanley
New York
$80.3K +$32.4K +990 +65%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$73.4K +$72.2K +2,206 +2,424%
AF
56
Advisornet Financial
Minnesota
$55.5K +$52.4K +1,601 +1,186%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$50.2K +$164 +5 +0.3%
SWM
58
Spire Wealth Management
Virginia
$23.7K +$5.53K +169 +29%
SS
59
Sunbelt Securities
Texas
$17.4K
HFS
60
Hantz Financial Services
Michigan
$16K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$12.8K +$229 +7 +2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$7.99K +$8.19K +250 New
UBS Group
63
UBS Group
Switzerland
$7.13K -$50.5K -1,541 -87%
HAP
64
Harbor Asset Planning
Massachusetts
$6.76K +$6.94K +212 New
CAM
65
Clarity Asset Management
Iowa
$5.95K +$6.09K +186 New
EWA
66
EverSource Wealth Advisors
Alabama
$5.77K +$5.93K +181 New
ASN
67
Advisory Services Network
Georgia
$5.13K +$5.24K +160 New
AssetMark Inc
68
AssetMark Inc
California
$4.04K
GFA
69
Godfrey Financial Associates
New York
$2.3K +$2.36K +72 New
RFP
70
Root Financial Partners
California
$1.68K +$1.74K +53 New
IA
71
IFP Advisors
Florida
$1.63K +$1.01K +31 +155%
AWM
72
AE Wealth Management
Kansas
$1.61K
PF
73
PlanVest Financial
Maryland
$575 +$589 +18 New
Vanguard Advisers Inc
74
Vanguard Advisers Inc
Pennsylvania
$351 +$360 +11 New
NA
75
NewEdge Advisors
Louisiana
$128 +$131 +4 New