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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$2.08M +$368K +7,447 +23%
KCIC
52
Kuhn & Co Investment Counsel
Illinois
$2.06M
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$2.02M +$53.3K +1,078 +3%
GIA
54
Gladstone Institutional Advisory
Florida
$1.97M +$1.84M +37,294 New
SB
55
Strategic Blueprint
Georgia
$1.91M +$128K +2,580 +8%
IA
56
IFP Advisors
Florida
$1.83M +$56.7K +1,147 +3%
GVAG
57
Great Valley Advisor Group
Delaware
$1.81M +$26.5K +535 +2%
EH
58
Equitable Holdings
New York
$1.77M +$190K +3,852 +13%
VWA
59
Visionary Wealth Advisors
Illinois
$1.74M +$284K +5,743 +21%
RWM
60
Riverbend Wealth Management
South Carolina
$1.65M +$77.9K +1,575 +5%
MWM
61
Mascagni Wealth Management
Mississippi
$1.65M +$164K +3,310 +12%
IFG
62
Independent Financial Group
California
$1.6M -$30.2K -610 -2%
GFPC
63
Global Financial Private Client
Florida
$1.55M +$12.8K +259 +0.9%
HCM
64
Hicks Capital Management
Ohio
$1.55M -$52.8K -1,068 -4%
Goldman Sachs
65
Goldman Sachs
New York
$1.46M -$1.73M -34,980 -56%
SWM
66
SHP Wealth Management
Massachusetts
$1.43M +$103K +2,084 +8%
CIA
67
Concurrent Investment Advisors
Florida
$1.39M +$46.6K +943 +4%
PAG
68
Private Advisor Group
New Jersey
$1.33M +$472K +9,538 +61%
NWM
69
Nova Wealth Management
Florida
$1.32M -$210K -4,246 -15%
BIS
70
BG Investment Services
Guam
$1.3M +$155K +3,126 +15%
JP Morgan Chase
71
JP Morgan Chase
New York
$1.26M +$25.7K +520 +2%
RF
72
Roxbury Financial
New Jersey
$1.26M +$68.5K +1,386 +6%
MFG
73
Merit Financial Group
Georgia
$1.18M +$146K +2,946 +15%
Creative Planning
74
Creative Planning
Kansas
$1.16M +$325K +6,567 +43%
SWM
75
Spire Wealth Management
Virginia
$1.05M -$231K -4,675 -19%