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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCP
26
Cedar Point Capital Partners
Iowa
$695K +$38.5K +971 +6%
ASN
27
Advisory Services Network
Georgia
$674K
FFA
28
Farther Finance Advisors
California
$658K +$155K +3,914 +33%
KPWS
29
Kestra Private Wealth Services
Texas
$599K +$573K +14,459 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$566K -$77.2K -1,947 -12%
MFG
31
Merit Financial Group
Georgia
$483K +$1.31K +33 +0.3%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$422K +$128K +3,222 +46%
AWS
33
Atria Wealth Solutions
New York
$332K +$77.7K +1,961 +32%
JP Morgan Chase
34
JP Morgan Chase
New York
$288K +$26.1K +659 +10%
JWCA
35
J.W. Cole Advisors
Florida
$280K +$18.6K +468 +7%
EH
36
Equitable Holdings
New York
$278K +$266K +6,704 New
SOS
37
Silver Oak Securities
Tennessee
$275K +$264K +6,669 New
Mariner
38
Mariner
Kansas
$268K
KCIC
39
Kuhn & Co Investment Counsel
Illinois
$260K +$249K +6,285 New
FPGK
40
Financial Partners Group (Kansas)
Kansas
$228K +$218K +5,501 New
Stifel Financial
41
Stifel Financial
Missouri
$222K -$3.81K -96 -2%
SIS
42
Sound Income Strategies
Florida
$216K
FA
43
Faithward Advisors
Pennsylvania
$202K +$194K +4,887 New
EB
44
Eastern Bank
Massachusetts
$83.4K +$79.8K +2,014 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$76.3K +$40.8K +1,029 +127%
UBS Group
46
UBS Group
Switzerland
$59.2K
ZRP
47
Zynergy Retirement Planning
New Jersey
$57.2K +$8.01K +202 +17%
PS
48
Principal Securities
Iowa
$39.7K +$29.7K +750 +359%
CFB
49
Cullen/Frost Bankers
Texas
$39.7K +$26.1K +659 +220%
WSFS
50
Wilmington Savings Fund Society
Delaware
$28.5K +$27.3K +689 New