We are live on ! Find out more
FSMD icon

Fidelity Small-Mid Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Clarity Asset Management
Iowa
$5.93K – – –
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$4.02K – – –
GWSG
153
GPS Wealth Strategies Group
Colorado
$3.13K -$5.04K -115 -62%
AWM
154
Abound Wealth Management
Tennessee
$2.24K – – –
FHA
155
Flagship Harbor Advisors
Massachusetts
$1.87K +$1.84K +42 New
PTC
156
Private Trust Company
Ohio
$1.85K – – –
BCWM
157
Bartlett & Co Wealth Management
Ohio
$1.02K +$1.01K +23 New
KFG
158
Kingdom Financial Group
Arizona
$974 +$964 +22 New
KPP
159
Kings Path Partners
Texas
$884 – – –
AUB
160
Atlantic Union Bankshares
Virginia
$530 – – –
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$530 – – –
AssetMark Inc
162
AssetMark Inc
California
$397 – – –
SL
163
Systelligence LLC
Minnesota
– -$11.4M -258,345 Closed
Goldman Sachs
164
Goldman Sachs
New York
– -$5.11M -116,003 Closed
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
– -$3.5M -79,565 Closed
RA
166
RFG Advisory
Alabama
– -$465K -10,575 Closed
BWM
167
BKM Wealth Management
Wisconsin
– -$237K -5,387 Closed
HPM
168
Hoxton Planning & Management
West Virginia
– -$216K -4,910 Closed
WANY
169
Wealthspire Advisors (New York)
New York
– -$123K -2,787 Closed
AAS
170
Ameritas Advisory Services
Nebraska
– -$88.9K -2,020 Closed
BlackRock
171
BlackRock
New York
– -$27.3K -620 Closed
BIA
172
Bell Investment Advisors
California
– -$6.6K -150 Closed
DWM
173
Dogwood Wealth Management
Kansas
– -$176 -4 Closed