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Fidelity Small-Mid Multifactor ETF
FSMD

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$348K +$64K +1,506 +22%
JWCA
52
J.W. Cole Advisors
Florida
$328K +$51K +1,201 +18%
SOS
53
Silver Oak Securities
Tennessee
$302K +$28.3K +667 +10%
P
54
&Partners
Tennessee
$284K +$291K +6,841 New
Mariner
55
Mariner
Kansas
$283K +$17.9K +421 +7%
PAG
56
Private Advisor Group
New Jersey
$248K +$256K +6,016 New
HP
57
Holistic Planning
Texas
$246K +$253K +5,965 New
Creative Planning
58
Creative Planning
Kansas
$243K +$251K +5,905 New
MOS
59
MGO One Seven
Ohio
$240K +$248K +5,833 New
UBS Group
60
UBS Group
Switzerland
$235K +$181K +4,269 +299%
HighTower Advisors
61
HighTower Advisors
Illinois
$230K +$237K +5,578 New
NEPWA
62
New England Private Wealth Advisors
Massachusetts
$229K +$237K +5,574 New
PWA
63
Prairie Wealth Advisors
Nebraska
$216K +$223K +5,255 New
SIS
64
Sound Income Strategies
Florida
$214K – – –
GRP
65
Global Retirement Partners
California
$208K +$206K +4,844 +2,340%
FIA
66
Foundations Investment Advisors
Arizona
$207K +$214K +5,032 New
EB
67
Eastern Bank
Massachusetts
$179K +$99K +2,331 +116%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$145K +$149K +3,519 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$128K +$54.2K +1,276 +69%
NWM
70
Nova Wealth Management
Florida
$87.2K +$90K +2,118 New
PWMA
71
Pension & Wealth Management Advisors
Massachusetts
$87.1K +$89.9K +2,116 New
CFB
72
Cullen/Frost Bankers
Texas
$81K +$42.9K +1,010 +105%
PS
73
Principal Securities
Iowa
$74.5K +$36.1K +851 +89%
ZRP
74
Zynergy Retirement Planning
New Jersey
$57.2K – – –
NWMP
75
Noble Wealth Management PBC
Colorado
$53.5K +$55.2K +1,300 New
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