We are live on ! Find out more
FSMD icon

Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$344K +$327K +8,300 New
SWGC
77
Summit Wealth Group (Colorado)
Colorado
$343K +$326K +8,263 New
SOS
78
Silver Oak Securities
Tennessee
$341K -$11.6K -294 -3%
TFM
79
Trademark Financial Management
Minnesota
$340K -$1.64M -41,499 -83%
UCFA
80
United Capital Financial Advisors
Texas
$337K -$394 -10 -0.1%
Morgan Stanley
81
Morgan Stanley
New York
$333K +$313K +7,940 +9,566%
CA
82
CoreCap Advisors
Michigan
$319K +$41.2K +1,046 +16%
BRIA
83
Balanced Rock Investment Advisors
Massachusetts
$317K +$301K +7,636 New
EA
84
Emerald Advisors
Washington
$301K +$286K +7,250 New
CL
85
CLG LLC
California
$299K +$11.7K +298 +4%
SIM
86
Stratos Investment Management
Ohio
$297K -$4.79M -121,471 -94%
PAS
87
PKS Advisory Services
New York
$295K -$10K -254 -3%
CFB
88
Cullen/Frost Bankers
Texas
$287K +$27.2K +689 +11%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$284K +$131K +3,326 +95%
PWP
90
Principle Wealth Partners
Connecticut
$257K +$244K +6,200 New
PS
91
Principal Securities
Iowa
$254K +$170K +4,314 +238%
CAM
92
Cozad Asset Management
Illinois
$250K +$237K +6,021 New
HNB
93
Huntington National Bank
Ohio
$248K
FFN
94
Focus Financial Network
Minnesota
$248K +$236K +5,977 New
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$237K +$788 +20 +0.4%
BWM
96
BKM Wealth Management
Wisconsin
$232K +$220K +5,587 New
UBS Group
97
UBS Group
Switzerland
$231K -$15.3K -389 -7%
HighTower Advisors
98
HighTower Advisors
Illinois
$231K -$670 -17 -0.3%
PWA
99
Prairie Wealth Advisors
Nebraska
$225K +$1.02K +26 +0.5%
HP
100
Holistic Planning
Texas
$222K -$23.9K -607 -10%