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Fidelity MSCI Communication Services Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
101
IHT Wealth Management
Illinois
$460K +$28.8K +406 +7%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$450K -$284 -4 -0.1%
AOWM
103
Asset One Wealth Management
Washington
$427K +$403K +5,681 New
SSW
104
Smith Shellnut Wilson
Mississippi
$418K -$147K -2,075 -27%
NYLIM
105
New York Life Investment Management
New York
$402K +$389K +5,484 New
BPWM
106
Badgley Phelps Wealth Managers
Washington
$390K
JP Morgan Chase
107
JP Morgan Chase
New York
$386K +$173K +2,435 +86%
VWM
108
VCI Wealth Management
Missouri
$378K -$555K -7,818 -60%
COCM
109
Charter Oak Capital Management
New Hampshire
$372K -$67.4K -950 -16%
QCM
110
Quantinno Capital Management
New York
$366K +$13.1K +184 +4%
RFN
111
Redwood Financial Network
Ohio
$359K +$59.2K +834 +20%
WN
112
Williams & Novak
California
$335K
SAI
113
Savvy Advisors Inc
New York
$328K -$8.94K -126 -3%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$325K -$1.92K -27 -0.6%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$325K
SA
116
Sanctuary Advisors
Indiana
$316K -$20.1K -283 -6%
BFC
117
Blue Fin Capital
Rhode Island
$314K +$304K +4,290 New
PW
118
PUREfi Wealth
Massachusetts
$310K
PAG
119
Private Advisor Group
New Jersey
$306K -$3.12K -44 -1%
LBC
120
Leigh Baldwin & Co
New York
$306K +$71 +1 +0%
PWA
121
Prairie Wealth Advisors
Nebraska
$305K -$292K -4,111 Closed
ECA
122
Elevated Capital Advisors
Utah
$304K -$59K -831 -17%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$301K +$291K +4,105 New
LSIA
124
LaSalle St. Investment Advisors
Illinois
$297K
PJSIMP
125
P.J. Schmidt Investment Management (PJS)
Wisconsin
$296K +$287K +4,044 New