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Fidelity Limited Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
Primoris Wealth Advisors
Florida
$551K +$553K +11,000 New
BIS
52
BG Investment Services
Guam
$540K +$51.4K +1,022 +10%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$532K +$6.84K +136 +1%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$510K +$512K +10,179 New
MSWM
55
McGlone Suttner Wealth Management
Wisconsin
$487K -$8.55K -170 -2%
UAG
56
United Advisor Group
Ohio
$465K +$15.5K +308 +3%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$358K +$349K +6,941 +3,436%
IP
58
Indivisible Partners
Florida
$351K +$353K +7,011 New
OFS
59
Opus Financial Solutions
Illinois
$341K -$72K -1,431 -17%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$326K +$2.87K +57 +0.9%
CA
61
COFG Advisors
Illinois
$286K +$287K +5,712 New
MFG
62
Merit Financial Group
Georgia
$286K +$287K +5,705 New
HighTower Advisors
63
HighTower Advisors
Illinois
$279K +$10.4K +207 +4%
CHIA
64
Copper Harbor Investment Advisors
Wisconsin
$245K +$246K +4,884 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$239K -$69.6K -1,385 -23%
CT
66
Clearstead Trust
Maine
$233K
SCA
67
Southern Capital Advisors
Tennessee
$211K -$5.53K -110 -3%
IA
68
IFP Advisors
Florida
$132K -$321K -6,384 -71%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$132K +$16.1K +320 +14%
RF
70
Roxbury Financial
New Jersey
$106K +$1.16K +23 +1%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$100K
AF
72
Advisornet Financial
Minnesota
$95K
IWC
73
Integrated Wealth Concepts
Massachusetts
$74.3K +$74.5K +1,482 New
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$57.4K +$101 +2 +0.2%
GWM
75
Geneos Wealth Management
Colorado
$50.1K +$50.3K +1,000 New