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FIVA

Fidelity International Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$270K +$13.5K +360 +5%
FWA
52
Flagship Wealth Advisors
Massachusetts
$269K +$261K +6,972 New
SWP
53
ShoreHaven Wealth Partners
New Jersey
$245K +$238K +6,361 New
TPWA
54
Twin Peaks Wealth Advisors
California
$231K +$209K +5,585 +1,359%
PP
55
Prosperity Planning
Missouri
$227K -$6.1K -163 -3%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$216K +$25.2K +675 +14%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$214K +$208K +5,554 New
FTS
58
Fifth Third Securities
Ohio
$209K +$203K +5,416 New
KF
59
Krilogy Financial
Missouri
$201K +$196K +5,231 New
Morgan Stanley
60
Morgan Stanley
New York
$169K -$4.86K -130 -3%
AWM
61
AE Wealth Management
Kansas
$141K +$112 +3 +0.1%
FFA
62
Farther Finance Advisors
California
$125K -$65.5K -1,750 -35%
SWM
63
Spire Wealth Management
Virginia
$125K
HI
64
Harbour Investments
Wisconsin
$109K
CPG
65
Cornerstone Planning Group
New Jersey
$97.8K +$32.4K +865 +52%
IWC
66
Integrated Wealth Concepts
Massachusetts
$93.3K +$90.5K +2,420 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$81.8K
UBS Group
68
UBS Group
Switzerland
$73.3K -$65.5K -1,751 -48%
IA
69
IFG Advisory
Georgia
$62.8K +$61K +1,631 New
AF
70
Allworth Financial
California
$56.3K +$30.8K +823 +129%
AssetMark Inc
71
AssetMark Inc
California
$22.7K +$17.5K +468 +384%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$22.7K -$8.83K -236 -29%
APFP
73
Action Point Financial Planning
Michigan
$21.6K +$21K +562 New
PWAM
74
Private Wealth Asset Management
Iowa
$19.3K
ACA
75
Aptus Capital Advisors
Alabama
$18.8K