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icono de ONEQ

Fidelity Nasdaq Composite Index ETF
ONEQ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Institute for Wealth Management
176
Institute for Wealth Management
Colorado
USD 954 k – – –
Wealth Alliance Advisory Group
177
Wealth Alliance Advisory Group
Kansas
USD 953 k – – –
Simplicity Wealth
178
Simplicity Wealth
New Jersey
USD 942 k +USD 118 k +1,190 +15%
Global Retirement Partners
179
Global Retirement Partners
California
USD 940 k +USD 906 k +9,103 Nuevas
Calamos Wealth Management
180
Calamos Wealth Management
Illinois
USD 938 k – – –
RWA Wealth Partners
181
RWA Wealth Partners
Massachusetts
USD 922 k +USD 889 k +8,933 Nuevas
Sanctuary Advisors
182
Sanctuary Advisors
Indiana
USD 913 k -USD 143 k -1,437 -14%
NEWAS
183
N.E.W. Advisory Services
Wisconsin
USD 876 k -USD 20.2 k -203 -2%
Sovran Advisors
184
Sovran Advisors
California
USD 871 k – – –
Vontobel Holding
185
Vontobel Holding
Switzerland
USD 860 k +USD 829 k +8,327 Nuevas
BlackRock
186
BlackRock
New York
USD 849 k +USD 152 k +1,531 +23%
Avior Wealth Management
187
Avior Wealth Management
Nebraska
USD 830 k -USD 36.8 k -370 -4%
Greenhouse Wealth Management
188
Greenhouse Wealth Management
Connecticut
USD 827 k – – –
&Partners
189
&Partners
Tennessee
USD 817 k +USD 42.2 k +424 +6%
Pacific Point Advisors
190
Pacific Point Advisors
California
USD 798 k +USD 770 k +7,730 Nuevas
Merit Financial Group
191
Merit Financial Group
Georgia
USD 783 k +USD 258 k +2,590 +52%
Ameritas Advisory Services
192
Ameritas Advisory Services
Nebraska
USD 782 k +USD 208 k +2,088 +38%
Daymark Wealth Partners
193
Daymark Wealth Partners
Ohio
USD 775 k -USD 29.2 k -293 -4%
Gladstone Institutional Advisory
194
Gladstone Institutional Advisory
Florida
USD 775 k +USD 17.8 k +179 +2%
Delta Investment Management
195
Delta Investment Management
California
USD 774 k +USD 199 k +2,002 +36%
Serenus Wealth Advisors
196
Serenus Wealth Advisors
California
USD 768 k – – –
Baker Avenue Asset Management
197
Baker Avenue Asset Management
California
USD 767 k -USD 24.4 k -245 -3%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
USD 766 k -USD 32.5 k -326 -4%
Modera Wealth Management
199
Modera Wealth Management
New Jersey
USD 750 k -USD 57.9 k -581 -7%
Zhang Financial
200
Zhang Financial
Michigan
USD 748 k – – –
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