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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$814K +$34K +741 +4%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$758K
FFN
78
Focus Financial Network
Minnesota
$753K +$67.3K +1,468 +10%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$718K +$584K +12,739 +384%
PAG
80
Private Advisor Group
New Jersey
$703K +$46K +1,004 +7%
Creative Planning
81
Creative Planning
Kansas
$687K +$209K +4,556 +42%
DWM
82
Diversify Wealth Management
Utah
$680K +$650K +14,172 New
CPCP
83
Cedar Point Capital Partners
Iowa
$671K -$117K -2,561 -15%
BCG
84
Breakwater Capital Group
New Jersey
$651K -$9.58K -209 -1%
SFWA
85
Summit Financial Wealth Advisors
Louisiana
$602K +$306K +6,665 +98%
SWP
86
Stratos Wealth Partners
Ohio
$586K +$95.2K +2,076 +19%
CAL
87
Capital Analysts LLC
Pennsylvania
$552K +$244K +5,320 +76%
SM
88
Sweeney & Michel
California
$549K +$2.02K +44 +0.4%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$545K -$298K -6,510 -35%
CPIG
90
Chicago Partners Investment Group
Illinois
$543K -$124K -2,700 -19%
CA
91
CoreCap Advisors
Michigan
$533K +$40.4K +882 +8%
PWP
92
Principle Wealth Partners
Connecticut
$467K +$14.8K +322 +3%
BRIA
93
Balanced Rock Investment Advisors
Massachusetts
$465K +$28.5K +621 +6%
FVWA
94
Foster Victor Wealth Advisors
South Carolina
$460K
FIA
95
Foundations Investment Advisors
Arizona
$458K -$1.24M -26,965 -72%
Mariner
96
Mariner
Kansas
$440K +$14.6K +318 +3%
UCFA
97
United Capital Financial Advisors
Texas
$433K +$21.5K +469 +5%
MAG
98
Mayfair Advisory Group
Alabama
$415K +$139K +3,027 +48%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$411K +$81.5K +1,778 +24%
SIM
100
Stratos Investment Management
Ohio
$403K +$39.2K +854 +10%