We are live on ! Find out more
FVAL icon

Fidelity Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
Spectrum Investment Advisors
Wisconsin
$1.47M +$206K +2,687 +17%
Goldman Sachs
52
Goldman Sachs
New York
$1.46M -$987K -12,893 -41%
GS
53
GTS Securities
Florida
$1.42M +$1.39M +18,192 New
TCM
54
Traub Capital Management
Massachusetts
$1.37M -$56.9K -743 -4%
LI
55
LVZ Inc
Michigan
$1.36M +$1.33M +17,433 New
BlackRock
56
BlackRock
New York
$1.34M
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.33M -$12.8K -167 -1%
SPC
58
Sigma Planning Corp
Michigan
$1.27M -$19K -248 -1%
AQR Capital Management
59
AQR Capital Management
Connecticut
$1.17M +$202K +2,644 +21%
VA
60
Valmark Advisers
Ohio
$1.15M -$120K -1,573 -10%
MF
61
Montis Financial
Massachusetts
$972K -$9.72K -127 -1%
ECM
62
Ethos Capital Management
Pennsylvania
$933K -$385K -5,034 -30%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$903K +$45.3K +592 +5%
CFB
64
Cullen/Frost Bankers
Texas
$830K +$83.3K +1,088 +11%
FWA
65
Flagship Wealth Advisors
Massachusetts
$789K +$774K +10,120 New
AF
66
Allworth Financial
California
$774K +$10.8K +141 +1%
P
67
&Partners
Tennessee
$768K +$726K +9,486 +30,600%
BFA
68
Ballast Financial Advisors
Pennsylvania
$757K +$31.5K +412 +4%
SIC
69
Samalin Investment Counsel
New York
$721K +$459 +6 +0.1%
GS
70
GWN Securities
Florida
$686K +$6.5K +85 +1%
AssetMark Inc
71
AssetMark Inc
California
$671K +$103K +1,351 +19%
DWM
72
Diversify Wealth Management
Utah
$659K -$282K -3,683 -31%
DAS
73
Diversify Advisory Services
Utah
$659K +$634K +8,281 New
Cerity Partners
74
Cerity Partners
New York
$655K +$28.2K +369 +5%
KA
75
Kovack Advisors
Florida
$640K +$30.1K +393 +5%