We are live on ! Find out more
FLTB icon

Fidelity Limited Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$730K +$225K +4,499 +45%
Dynamic Advisor Solutions
27
Dynamic Advisor Solutions
Arizona
$716K -$10.1K -202 -1%
NPF
28
Norris Perne & French
Michigan
$699K +$113K +2,263 +19%
Savant Capital
29
Savant Capital
Illinois
$698K +$190K +3,804 +38%
BRWA
30
B. Riley Wealth Advisors
Florida
$685K +$682K +13,669 New
AO
31
Advisor OS
Illinois
$624K +$227K +4,557 +58%
SIA
32
Soltis Investment Advisors
Utah
$614K – – –
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$604K – – –
WAM
34
WNY Asset Management
New York
$575K +$573K +11,484 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$551K -$177K -3,538 -24%
JP Morgan Chase
36
JP Morgan Chase
New York
$540K -$167K -3,345 -24%
MSWM
37
McGlone Suttner Wealth Management
Wisconsin
$535K -$29.6K -593 -5%
IFP Advisors
38
IFP Advisors
Florida
$518K -$94.6K -1,895 -15%
Raymond James Financial
39
Raymond James Financial
Florida
$474K +$252K +5,051 +114%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$470K +$78.2K +1,566 +20%
D
41
Dentgroup
Louisiana
$453K -$52.8K -1,057 -10%
Aviso Financial
42
Aviso Financial
Ontario, Canada
$446K – – –
Apollon Wealth Management
43
Apollon Wealth Management
South Carolina
$401K – – –
UAG
44
United Advisor Group
Ohio
$346K +$8.64K +173 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$252K +$23K +461 +10%
SCA
46
Southern Capital Advisors
Tennessee
$227K +$9.73K +195 +5%
Equitable Holdings
47
Equitable Holdings
New York
$211K +$210K +4,205 New
Ancora Advisors
48
Ancora Advisors
Ohio
$195K – – –
WCM
49
WealthTrak Capital Management
Virginia
$126K – – –
Jones Financial Companies
50
Jones Financial Companies
Missouri
$124K +$101K +2,022 +441%