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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HP
76
Holistic Planning
Texas
$234K – – –
UBS Group
77
UBS Group
Switzerland
$234K +$10.8K +264 +5%
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$219K +$862 +21 +0.4%
HighTower Advisors
79
HighTower Advisors
Illinois
$218K – – –
MML Investors Services
80
MML Investors Services
Massachusetts
$218K +$229K +5,577 New
PWA
81
Prairie Wealth Advisors
Nebraska
$212K +$6.16K +150 +3%
SIS
82
Sound Income Strategies
Florida
$204K – – –
HNB
83
Huntington National Bank
Ohio
$167K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$138K – – –
NWM
85
Nova Wealth Management
Florida
$121K +$39.8K +970 +46%
PS
86
Principal Securities
Iowa
$74.5K – – –
ZRP
87
Zynergy Retirement Planning
New Jersey
$56.9K – – –
NWMP
88
Noble Wealth Management PBC
Colorado
$50.9K – – –
SS
89
Sunbelt Securities
Texas
$49.1K +$50.9K +1,240 +8,857%
PWMA
90
Pension & Wealth Management Advisors
Massachusetts
$47.8K -$36.8K -895 -42%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$32.1K – – –
WSFS
92
Wilmington Savings Fund Society
Delaware
$27K – – –
IA
93
IFP Advisors
Florida
$20.7K +$19.1K +466 +752%
IHWM
94
Iron Horse Wealth Management
Iowa
$14.5K +$15.2K +370 New
AF
95
Allworth Financial
California
$14.4K +$15.5K +378 New
GJIA
96
Glass Jacobson Investment Advisors
Maryland
$13K – – –
TRCT
97
Tower Research Capital (TRC)
New York
$10.1K +$10.6K +257 New
CFD
98
Creative Financial Designs
Indiana
$9.89K +$41 +1 +0.4%
SFA
99
Semmax Financial Advisors
North Carolina
$4.89K +$5.09K +124 New
Morgan Stanley
100
Morgan Stanley
New York
$3.27K -$41 -1 -1%