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Fidelity Limited Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$46.3M +$4.02M +79,891 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M +$3.65M +72,542 +19%
UBS Group
3
UBS Group
Switzerland
$21.6M -$1.06M -21,066 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.4M +$1.96M +39,037 +12%
Morgan Stanley
5
Morgan Stanley
New York
$16.7M +$12.5K +248 +0.1%
LPL Financial
6
LPL Financial
California
$11M -$3.95M -78,577 -26%
HIW
7
Holos Integrated Wealth
Pennsylvania
$9.94M +$1.77M +35,118 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.2M +$4.18M +83,100 +103%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.5M +$251K +4,982 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$5.74M +$5.06M +100,716 +731%
KAS
11
Kestra Advisory Services
Texas
$5.36M +$1.23M +24,426 +30%
RIA
12
Regal Investment Advisors
Michigan
$4.73M +$342K +6,810 +8%
SA
13
Sanctuary Advisors
Indiana
$4.1M +$507K +10,090 +14%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.02M -$2.85M -56,751 -41%
SFA
15
Salus Financial Advisors
Colorado
$3.98M +$300K +5,975 +8%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$3.79M +$1.09M +21,693 +40%
SC
17
Savant Capital
Illinois
$3.33M +$527K +10,480 +19%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.22M +$211K +4,195 +7%
MWA
19
Merkkuri Wealth Advisors
New York
$3.04M +$3.05M +60,605 New
OMC
20
Old Mission Capital
Illinois
$2.76M +$2.77M +55,133 New
KPWS
21
Kestra Private Wealth Services
Texas
$2.69M +$897K +17,838 +50%
FWA
22
Fidelis Wealth Advisors
Colorado
$2.5M +$2.51M +49,910 New
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$2.28M +$1.41M +27,949 +159%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$2.19M +$552K +10,982 +33%
BRWA
25
B. Riley Wealth Advisors
Florida
$2.15M +$293K +5,823 +16%