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Fidelity Investment Grade Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1
Kestra Private Wealth Services
Texas
$8.24M +$1.58M +36,691 +23%
NWMP
2
Noble Wealth Management PBC
Colorado
$3.79M +$3.85M +89,543 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.66M +$3.05M +70,930 +459%
OFG
4
OmniStar Financial Group
North Carolina
$2.44M +$8.94K +208 +0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.37M +$1.11M +25,752 +85%
PAS
6
PKS Advisory Services
New York
$1.55M +$1.57M +36,558 New
AAS
7
Avantax Advisory Services
Texas
$1.37M +$1.4M +32,456 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.34M +$1.36M +31,731 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$1.33M +$1.22M +28,321 +922%
BFA
10
Bill Few Associates
Pennsylvania
$1.09M +$176K +4,102 +19%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.05M -$606K -14,096 -36%
PWA
12
Peterson Wealth Advisors
Utah
$658K +$454K +10,549 +210%
Jane Street
13
Jane Street
New York
$644K -$699K -16,246 -52%
HI
14
Harbour Investments
Wisconsin
$641K +$19.4K +452 +3%
KA
15
Kovack Advisors
Florida
$391K -$15.7K -366 -4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$308K
Osaic Holdings
17
Osaic Holdings
Arizona
$238K +$47.1K +1,096 +24%
VWS
18
Virtus Wealth Solutions
New Jersey
$224K +$228K +5,298 New
MCM
19
MidAtlantic Capital Management
Virginia
$74.5K +$75.6K +1,759 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$29K +$29.5K +685 New
DFA
21
DHJJ Financial Advisors
Illinois
$19.5K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$15.1K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$13.6K -$27.3K -635 -66%
LOIP
24
Live Oak Investment Partners
Texas
$1.91K
Morgan Stanley
25
Morgan Stanley
New York
$529 +$129 +3 +33%