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Fidelity MSCI Real Estate Index ETF
FREL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raymond James Financial
26
Raymond James Financial
Florida
USD 6.07 M +USD 1.69 M +58,165 +39%
Creative Planning
27
Creative Planning
Kansas
USD 5.95 M -USD 264 k -9,086 -4%
AFTS
28
American Financial & Tax Strategies
New York
USD 5.85 M -USD 5.42 k -187 -0.1%
Morgan Stanley
29
Morgan Stanley
New York
USD 5.53 M +USD 207 k +7,131 +4%
TFP
30
Townsend Financial Planning
Kentucky
USD 5.03 M +USD 10.1 k +349 +0.2%
RFG Advisory
31
RFG Advisory
Alabama
USD 4.92 M +USD 212 k +7,310 +5%
Physician Wealth Advisors
32
Physician Wealth Advisors
Utah
USD 4.67 M -USD 12.7 k -437 -0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
USD 4.47 M -USD 96.6 k -3,329 -2%
Steward Partners Investment Advisory
34
Steward Partners Investment Advisory
New York
USD 4.34 M +USD 638 k +21,993 +17%
EP Wealth Advisors
35
EP Wealth Advisors
California
USD 4.25 M +USD 4.21 M +145,026 Nuevas
EP
36
Essential Planning
New Hampshire
USD 3.98 M +USD 24.6 k +849 +0.6%
Financial Engines Advisors
37
Financial Engines Advisors
California
USD 3.9 M -USD 39.7 k -1,367 -1%
PFG
38
Prospect Financial Group
Virginia
USD 3.65 M +USD 222 k +7,655 +7%
SigFig Wealth Management
39
SigFig Wealth Management
California
USD 3.38 M -USD 38 k -1,310 -1%
Independent Solutions Wealth Management
40
Independent Solutions Wealth Management
New York
USD 3.38 M +USD 29.8 k +1,027 +0.9%
Mariner
41
Mariner
Kansas
USD 3.26 M -USD 385 k -13,261 -11%
Park Avenue Securities
42
Park Avenue Securities
New York
USD 3.18 M +USD 467 k +16,114 +17%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
USD 3.08 M +USD 228 k +7,866 +8%
SC
44
Schoolcraft Capital
Colorado
USD 2.67 M +USD 13.1 k +450 +0.5%
LW
45
Livet Wealth
Utah
USD 2.63 M +USD 71.5 k +2,465 +3%
Lodestar Private Asset Management
46
Lodestar Private Asset Management
California
USD 2.55 M +USD 155 k +5,335 +7%
UBS Group
47
UBS Group
Switzerland
USD 2.41 M -USD 1.82 M -62,844 -43%
Kovitz Investment Group Partners
48
Kovitz Investment Group Partners
Illinois
USD 2.4 M +USD 2.38 M +81,922 Nuevas
Raffa Wealth Management
49
Raffa Wealth Management
District of Columbia
USD 2.4 M +USD 330 k +11,363 +16%
S
50
Sachetta
Massachusetts
USD 2.39 M +USD 214 k +7,366 +10%
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