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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$563K +$170K +3,952 +44%
MFG
77
Merit Financial Group
Georgia
$542K +$17.6K +410 +3%
FFN
78
Focus Financial Network
Minnesota
$495K +$226K +5,262 +88%
SM
79
Sweeney & Michel
California
$492K +$35.8K +833 +8%
Creative Planning
80
Creative Planning
Kansas
$481K +$469K +10,919 New
FVWA
81
Foster Victor Wealth Advisors
South Carolina
$471K +$459K +10,670 New
RA
82
RFG Advisory
Alabama
$465K +$172 +4 +0%
SWP
83
Stratos Wealth Partners
Ohio
$465K +$35.5K +827 +8%
CA
84
CoreCap Advisors
Michigan
$465K +$123K +2,859 +37%
SS
85
Sunbelt Securities
Texas
$462K +$451K +10,486 +74,900%
UCFA
86
United Capital Financial Advisors
Texas
$406K +$47.4K +1,102 +14%
Mariner
87
Mariner
Kansas
$388K -$33.3K -774 -8%
AWM
88
AE Wealth Management
Kansas
$376K -$191K -4,436 -34%
DPI
89
Diversified Portfolios Inc
Michigan
$374K -$2.92K -68 -0.8%
SIM
90
Stratos Investment Management
Ohio
$369K +$52.5K +1,222 +17%
SOS
91
Silver Oak Securities
Tennessee
$369K +$6.7K +156 +2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$356K +$53.4K +1,242 +18%
BRIA
93
Balanced Rock Investment Advisors
Massachusetts
$355K +$18.3K +427 +6%
CFB
94
Cullen/Frost Bankers
Texas
$345K +$39.5K +920 +13%
PWP
95
Principle Wealth Partners
Connecticut
$334K +$60K +1,396 +23%
EA
96
Emerald Advisors
Washington
$319K
CL
97
CLG LLC
California
$318K +$988 +23 +0.3%
PS
98
Principal Securities
Iowa
$293K +$22.9K +532 +9%
AQR Capital Management
99
AQR Capital Management
Connecticut
$291K +$284K +6,604 New
HighTower Advisors
100
HighTower Advisors
Illinois
$291K +$44.8K +1,042 +19%