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Fidelity Limited Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
Mirsky Financial Management
New York
$7.45M +$607K +11,904 +9%
Morgan Stanley
2
Morgan Stanley
New York
$5.54M +$549K +10,768 +11%
AssetMark Inc
3
AssetMark Inc
California
$4.34M +$4.35M +85,299 +1,421,650%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.12M -$711K -13,943 -19%
SIA
5
Soltis Investment Advisors
Utah
$2.78M +$2.78M +54,551 New
Bank of America
6
Bank of America
North Carolina
$2.7M +$2.56M +50,135 +1,758%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.43M +$288K +5,653 +13%
Jane Street
8
Jane Street
New York
$1.82M -$2.61M -51,092 -59%
FTUS
9
Flow Traders U.S.
New York
$1.42M +$512K +10,036 +56%
AG
10
Advisor Group
Arizona
$1.22M +$124K +2,437 +11%
PAG
11
Private Advisor Group
New Jersey
$934K +$10.5K +205 +1%
LI
12
LVZ Inc
Michigan
$918K -$208K -4,083 -18%
IA
13
IFP Advisors
Florida
$837K +$106K +2,085 +15%
BRWA
14
B. Riley Wealth Advisors
Florida
$678K -$55.5K -1,089 -8%
UBS Group
15
UBS Group
Switzerland
$591K -$43K -844 -7%
CONA
16
Capital One National Association
New York
$582K +$584K +11,441 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$502K -$44.7K -876 -8%
RWP
18
RWA Wealth Partners
Massachusetts
$468K -$204K -4,006 -30%
ICM
19
Islay Capital Management
Texas
$397K +$398K +7,807 New
SPC
20
Sigma Planning Corp
Michigan
$395K +$42.4K +831 +12%
SS
21
Sunbelt Securities
Texas
$392K +$393K +7,696 New
LPL Financial
22
LPL Financial
California
$368K -$34.6K -678 -9%
AWM
23
Altium Wealth Management
New York
$291K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$290K -$496K -9,718 -63%
BIP
25
Blueprint Investment Partners
North Carolina
$288K +$288K +5,656 New