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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$560K +$560K +14,868 New
HI
27
Harbour Investments
Wisconsin
$503K -$4.71K -125 -0.9%
FFA
28
Farther Finance Advisors
California
$449K +$405K +10,765 +883%
MFG
29
Merit Financial Group
Georgia
$438K +$59.8K +1,588 +16%
BWM
30
Birchcreek Wealth Management
Ohio
$323K +$323K +8,567 New
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$263K +$263K +6,975 New
Mariner
32
Mariner
Kansas
$244K -$640 -17 -0.3%
JWCA
33
J.W. Cole Advisors
Florida
$237K +$35.1K +933 +17%
JP Morgan Chase
34
JP Morgan Chase
New York
$237K -$12.5K -331 -5%
AWS
35
Atria Wealth Solutions
New York
$229K +$229K +6,067 New
Stifel Financial
36
Stifel Financial
Missouri
$205K +$205K +5,450 New
SIS
37
Sound Income Strategies
Florida
$196K
UBS Group
38
UBS Group
Switzerland
$53.9K +$53.9K +1,430 New
SPIA
39
Steward Partners Investment Advisory
New York
$45.9K +$2.56K +68 +6%
ZRP
40
Zynergy Retirement Planning
New Jersey
$44.4K +$44.4K +1,179 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$30.6K -$1.39K -37 -4%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$17.8K +$17.7K +470 New
Wells Fargo
43
Wells Fargo
California
$16.1K +$16.1K +427 New
MG
44
Mather Group
Illinois
$11.9K +$11.5K +305 New
CFB
45
Cullen/Frost Bankers
Texas
$11.2K +$11.3K +299 New
IAIM
46
International Assets Investment Management
Florida
$8.78K +$8.78K +233 New
PS
47
Principal Securities
Iowa
$7.88K
GRP
48
Global Retirement Partners
California
$7.8K
LOIP
49
Live Oak Investment Partners
Texas
$7.5K
OP
50
ORG Partners
Indiana
$7.49K +$7.53K +200 New