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Fidelity Investment Grade Securitized ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Calamos Wealth Management
Illinois
$393K
RFN
27
RDA Financial Network
Iowa
$371K +$162K +3,697 +78%
CRC
28
Curi RMB Capital
Illinois
$358K +$358K +8,142 New
SC
29
Savant Capital
Illinois
$352K +$112K +2,556 +47%
AO
30
Advisor OS
Illinois
$322K +$323K +7,346 New
FWMP
31
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$315K +$316K +7,184 New
Bank of America
32
Bank of America
North Carolina
$287K +$288K +6,548 New
JWCA
33
J.W. Cole Advisors
Florida
$286K +$287K +6,526 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$250K -$249K -5,656 -50%
AWM
35
AE Wealth Management
Kansas
$245K +$115K +2,621 +89%
SWP
36
ShoreHaven Wealth Partners
New Jersey
$231K +$6.68K +152 +3%
Raymond James Financial
37
Raymond James Financial
Florida
$231K -$23.2K -527 -9%
MCM
38
MAI Capital Management
Ohio
$223K -$49.7K -1,130 -18%
HR
39
Howe & Rusling
New York
$218K +$219K +4,975 New
MWM
40
Meridian Wealth Management
Kentucky
$218K +$219K +4,974 New
NL
41
NWAM LLC
Washington
$201K +$202K +4,589 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$134K +$134K +3,040 New
AF
43
Allworth Financial
California
$115K +$34.2K +779 +42%
SPIA
44
Steward Partners Investment Advisory
New York
$109K +$109K +2,484 New
CPG
45
Cornerstone Planning Group
New Jersey
$80K +$44 +1 +0.1%
FFA
46
Farther Finance Advisors
California
$78.8K +$483 +11 +0.6%
IA
47
IFP Advisors
Florida
$75.9K
IWC
48
Integrated Wealth Concepts
Massachusetts
$14.5K +$14.5K +331 New
APFP
49
Action Point Financial Planning
Michigan
$14.3K +$14.4K +327 New
TRCT
50
Tower Research Capital (TRC)
New York
$3.99K +$4K +91 New