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Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Cozad Asset Management
Illinois
$212K -$9.4K -205 -4%
IAG
127
Investmark Advisory Group
Connecticut
$209K +$2.38K +52 +1%
Calamos Advisors
128
Calamos Advisors
Illinois
$204K +$209K +4,562 New
CWM
129
Calamos Wealth Management
Illinois
$204K +$209K +4,562 New
SG
130
StoneX Group
New York
$201K +$206K +4,502 New
Morgan Stanley
131
Morgan Stanley
New York
$191K +$143K +3,125 +273%
PF
132
PlanVest Financial
Maryland
$174K +$178K +3,880 New
UBS Group
133
UBS Group
Switzerland
$137K
SIS
134
Sound Income Strategies
Florida
$123K
HPWM
135
High Point Wealth Management
New Jersey
$121K +$459 +10 +0.4%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$120K +$101K +2,213 +465%
FC
137
Financial Consulate
Maryland
$107K
PRAG
138
Portfolio Resources Advisor Group
Florida
$97K +$48.8K +1,064 +96%
SAM
139
Smartleaf Asset Management
Massachusetts
$81.4K -$2.66M -58,099 -97%
CA
140
Clearstead Advisors
Ohio
$78.8K +$80.8K +1,762 New
AF
141
Allworth Financial
California
$69.4K +$33.2K +724 +88%
SS
142
Sunbelt Securities
Texas
$55.5K -$642 -14 -1%
William Blair & Company
143
William Blair & Company
Illinois
$45.2K +$28.4K +620 +159%
NWMP
144
Noble Wealth Management PBC
Colorado
$44.7K
CFD
145
Creative Financial Designs
Indiana
$43.8K +$183 +4 +0.4%
GAA
146
Global Assets Advisory
Florida
$42.4K +$35.6K +777 New
AAP
147
Arax Advisory Partners
Colorado
$41.9K
RFP
148
Root Financial Partners
California
$34.6K +$7.34K +160 +26%
TFA
149
Toth Financial Advisory
Virginia
$28.8K
US Bancorp
150
US Bancorp
Minnesota
$26.1K +$26.8K +584 New