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Fidelity Limited Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$551K -$2.74M -57,024 -83%
AWM
27
Apollon Wealth Management
South Carolina
$508K +$511K +10,628 New
GRP
28
Global Retirement Partners
California
$506K -$11.4K -238 -2%
GIP
29
Greatmark Investment Partners
Georgia
$489K -$416K -8,660 -46%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$471K -$345K -7,186 -42%
AA
31
Ancora Advisors
Ohio
$459K
RCAG
32
Rehmann Capital Advisory Group
Michigan
$446K -$95.2K -1,981 -18%
WAM
33
WNY Asset Management
New York
$380K +$382K +7,950 New
AAS
34
Avantax Advisory Services
Texas
$350K -$42.9K -892 -11%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$328K -$510K -10,621 -61%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$325K +$61.7K +1,284 +23%
DAS
37
Dynamic Advisor Solutions
Arizona
$310K +$10.9K +226 +4%
ACM
38
Absolute Capital Management
Pennsylvania
$260K +$5.05K +105 +2%
AO
39
Advisor OS
Illinois
$258K +$34.7K +721 +15%
SC
40
Savant Capital
Illinois
$241K +$243K +5,050 New
NFP
41
Narus Financial Partners
Utah
$241K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$240K +$241K +5,018 New
CFGS
43
Concourse Financial Group Securities
Alabama
$233K
Mariner
44
Mariner
Kansas
$201K +$202K +4,210 New
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$166K +$10.4K +216 +7%
CAL
46
Capital Advisors Ltd
Ohio
$126K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$125K +$31.8K +661 +34%
SS
48
Sunbelt Securities
Texas
$63.8K -$22.1K -460 -26%
NMG
49
New Millennium Group
Utah
$41.5K -$39K -812 -48%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$37K +$144 +3 +0.4%