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Fidelity Limited Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$1.08M -$279K -5,491 -20%
KAS
27
Kestra Advisory Services
Texas
$993K -$932K -18,367 -48%
NAS
28
Nicolet Advisory Services
Wisconsin
$951K -$5.08K -100 -0.5%
AA
29
Advisory Alpha
Michigan
$656K -$251K -4,938 -27%
BRWA
30
B. Riley Wealth Advisors
Florida
$600K +$22.6K +446 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$563K +$13.5K +266 +2%
GRP
32
Global Retirement Partners
California
$535K +$551K +10,866 New
SPC
33
Sigma Planning Corp
Michigan
$510K -$34.5K -680 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$471K -$56.5K -1,114 -11%
AWM
35
AE Wealth Management
Kansas
$453K +$51.1K +1,006 +12%
NMG
36
New Millennium Group
Utah
$406K +$5.38K +106 +1%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$350K +$357K +7,035 New
AFP
38
Ausdal Financial Partners
Iowa
$346K +$609 +12 +0.2%
ASN
39
Advisory Services Network
Georgia
$298K -$100K -1,975 -25%
CFGS
40
Concourse Financial Group Securities
Alabama
$248K +$253K +4,986 New
AAS
41
Ameritas Advisory Services
Nebraska
$236K +$241K +4,741 New
CW
42
CreativeOne Wealth
Kansas
$207K -$1.17K -23 -0.5%
MWM
43
Mascoma Wealth Management
New Hampshire
$174K +$25.4K +500 +17%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$144K +$72.2K +1,422 +97%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$108K -$123K -2,427 -52%
AF
46
Allworth Financial
California
$81K -$2.64K -52 -3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$80K +$25.5K +502 +46%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$38K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$38K +$51 +1 +0.1%
SWM
50
Spire Wealth Management
Virginia
$35K +$102 +2 +0.3%