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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
76
Kestra Investment Management
Texas
$53.2K +$54.9K +1,293 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$33.8K +$14.9K +350 +74%
WSFS
78
Wilmington Savings Fund Society
Delaware
$28.4K
LOIP
79
Live Oak Investment Partners
Texas
$15.6K
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$13K +$42 +1 +0.3%
CFD
81
Creative Financial Designs
Indiana
$10.4K +$42 +1 +0.4%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$8.69K +$8.96K +211 New
Morgan Stanley
83
Morgan Stanley
New York
$3.48K +$42 +1 +1%
IA
84
IFP Advisors
Florida
$2.57K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$2.06K
HI
86
Harbour Investments
Wisconsin
$1.81K
PTC
87
Private Trust Company
Ohio
$1.73K +$1.78K +42 New
SWM
88
Spire Wealth Management
Virginia
$988 +$425 +10 +71%
CAWM
89
Capital A Wealth Management
Pennsylvania
$823 +$849 +20 New
SS
90
Sunbelt Securities
Texas
$576
SSB
91
Sandy Spring Bank
Maryland
$495 +$510 +12 New
Wells Fargo
92
Wells Fargo
California
$3 -$42 -1 Closed
SWA
93
Stratos Wealth Advisors
Ohio
-$941K -22,722 Closed
ASN
94
Advisory Services Network
Georgia
-$674K -17,881 Closed
FPGK
95
Financial Partners Group (Kansas)
Kansas
-$228K -5,501 Closed
CA
96
Claris Advisors
Missouri
-$8.28K -200 Closed
MWM
97
Mascoma Wealth Management
New Hampshire
-$1.78K -43 Closed
CAM
98
Clarity Asset Management
Iowa
-$980 -24 Closed
AF
99
Allworth Financial
California
-$497 -12 Closed