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Fidelity Investment Grade Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$848K -$87.2K -2,030 -9%
Truist Financial
27
Truist Financial
North Carolina
$657K +$659K +15,332 New
SWGC
28
Summit Wealth Group (Colorado)
Colorado
$634K +$636K +14,802 New
PWA
29
Peterson Wealth Advisors
Utah
$573K +$6.36K +148 +1%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$569K +$85.3K +1,986 +18%
TIA
31
Trust Investment Advisors
Indiana
$463K
KA
32
Kovack Advisors
Florida
$458K +$4.51K +105 +1%
CAM
33
Clarity Asset Management
Iowa
$423K +$27K +628 +7%
FF
34
Foronjy Financial
California
$414K +$132K +3,071 +46%
LPL Financial
35
LPL Financial
California
$408K +$108K +2,515 +36%
LA
36
Latitude Advisors
Florida
$400K +$38.1K +888 +11%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$400K +$3.65K +85 +0.9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$377K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$370K +$42.5K +989 +13%
AWA
40
Arkadios Wealth Advisors
Georgia
$368K -$23.9K -557 -6%
Goldman Sachs
41
Goldman Sachs
New York
$330K +$331K +7,704 New
VWS
42
Virtus Wealth Solutions
New Jersey
$320K -$2.58K -60 -0.8%
EWM
43
Elevation Wealth Management
Minnesota
$315K +$14.8K +345 +5%
PD
44
Planning Directions
Pennsylvania
$287K +$2.83K +66 +1%
ACM
45
Aurdan Capital Management
Pennsylvania
$235K +$236K +5,487 New
FFA
46
Farther Finance Advisors
California
$186K
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$32.6K +$33.1K +770 New
AWM
48
AE Wealth Management
Kansas
$24.7K
GRP
49
Global Retirement Partners
California
$20.1K +$20.1K +469 New
DFA
50
DHJJ Financial Advisors
Illinois
$18.2K -$215 -5 -1%