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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$848K +$805K +20,414 +85,058%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$847K +$170K +4,311 +27%
RF
53
Roxbury Financial
New Jersey
$825K -$65K -1,650 -8%
JP Morgan Chase
54
JP Morgan Chase
New York
$772K +$360K +9,128 +96%
SB
55
Strategic Blueprint
Georgia
$767K +$729K +18,500 New
CPCP
56
Cedar Point Capital Partners
Iowa
$742K -$50.1K -1,271 -7%
CIA
57
Concurrent Investment Advisors
Florida
$716K +$86.1K +2,185 +14%
CPIG
58
Chicago Partners Investment Group
Illinois
$700K
MC
59
Montag & Caldwell
Georgia
$697K +$39 +1 +0%
GFPC
60
Global Financial Private Client
Florida
$672K +$639K +16,201 New
BCG
61
Breakwater Capital Group
New Jersey
$671K +$638K +16,182 New
BIS
62
BG Investment Services
Guam
$666K -$321K -8,139 -34%
PAG
63
Private Advisor Group
New Jersey
$654K -$114K -2,891 -15%
FA
64
Faithward Advisors
Pennsylvania
$581K +$129K +3,278 +31%
AWS
65
Atria Wealth Solutions
New York
$547K +$788 +20 +0.2%
AWM
66
AE Wealth Management
Kansas
$538K -$1.56M -39,659 -75%
DAS
67
Diversify Advisory Services
Utah
$514K +$34.6K +877 +8%
MFG
68
Merit Financial Group
Georgia
$493K +$6.54K +166 +1%
TFS
69
Thoroughbred Financial Services
Tennessee
$490K -$1.89K -48 -0.4%
SM
70
Sweeney & Michel
California
$453K -$591 -15 -0.1%
RA
71
RFG Advisory
Alabama
$438K +$39 +1 +0%
SWP
72
Stratos Wealth Partners
Ohio
$404K -$55.5K -1,409 -13%
Mariner
73
Mariner
Kansas
$397K +$46.8K +1,188 +14%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$380K +$48.1K +1,221 +16%
DPI
75
Diversified Portfolios Inc
Michigan
$355K -$18.5K -470 -5%