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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$980K +$308K +6,220 +50%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$960K -$1.83K -37 -0.2%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$952K +$891K +18,018 New
FFN
79
Focus Financial Network
Minnesota
$900K +$9.99K +202 +1%
SFWA
80
Summit Financial Wealth Advisors
Louisiana
$899K +$175K +3,544 +26%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$896K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$855K +$6.43K +130 +0.8%
FIA
83
Foundations Investment Advisors
Arizona
$828K +$268K +5,427 +53%
CPCP
84
Cedar Point Capital Partners
Iowa
$805K +$11.3K +228 +2%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$783K +$157K +3,177 +26%
Morgan Stanley
86
Morgan Stanley
New York
$769K +$508K +10,280 +241%
PWM
87
Perigon Wealth Management
California
$759K +$406K +8,202 +133%
DWM
88
Diversify Wealth Management
Utah
$758K +$34.7K +701 +5%
DAS
89
Diversify Advisory Services
Utah
$758K +$735K +14,873 New
BCG
90
Breakwater Capital Group
New Jersey
$746K -$21.6K -436 -3%
SWP
91
Stratos Wealth Partners
Ohio
$708K +$14K +283 +2%
GSWM
92
Golden State Wealth Management
California
$698K -$318K -6,424 -33%
CA
93
CoreCap Advisors
Michigan
$686K +$51.9K +1,049 +9%
Ameriprise
94
Ameriprise
Minnesota
$656K -$1.12M -22,675 -65%
Mariner
95
Mariner
Kansas
$647K +$118K +2,388 +24%
TFS
96
Thoroughbred Financial Services
Tennessee
$634K +$204K +4,123 +52%
CPIG
97
Chicago Partners Investment Group
Illinois
$622K +$49.4K +1,000 +9%
SM
98
Sweeney & Michel
California
$578K -$23.2K -469 -4%
BRIA
99
Balanced Rock Investment Advisors
Massachusetts
$576K +$25.5K +515 +5%
PWP
100
Principle Wealth Partners
Connecticut
$556K +$3.96K +80 +0.8%