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Fidelity MSCI Consumer Discretionary Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$1.12M +$1.29M +19,039 New
JWCA
52
J.W. Cole Advisors
Florida
$1.05M +$15.2K +225 +1%
BWM
53
Birchcreek Wealth Management
Ohio
$1.04M -$31.2K -462 -3%
AAS
54
Ameritas Advisory Services
Nebraska
$1.02M -$34.1K -505 -3%
CW
55
Connectus Wealth
Ohio
$982K -$5.4M -79,847 -83%
LA
56
Lifeworks Advisors
Michigan
$774K +$161K +2,382 +22%
SWM
57
Spire Wealth Management
Virginia
$747K -$133K -1,963 -13%
LA
58
Lynch & Associates
Indiana
$705K +$270 +4 +0%
EIP
59
Ellis Investment Partners
Pennsylvania
$697K +$811 +12 +0.1%
CAN
60
Cetera Advisor Networks
California
$614K +$206K +3,044 +41%
HCA
61
Heck Capital Advisors
Wisconsin
$587K -$1.69M -24,924 -71%
NA
62
NewEdge Advisors
Louisiana
$564K -$184K -2,723 -22%
Renaissance Technologies
63
Renaissance Technologies
New York
$536K +$615K +9,100 New
SCA
64
Southern Capital Advisors
Tennessee
$521K +$377K +5,583 +171%
LFAS
65
Level Four Advisory Services
Texas
$493K -$3.99K -59 -0.7%
UBS Group
66
UBS Group
Switzerland
$470K -$145K -2,145 -21%
PPW
67
Pinnacle Private Wealth
Massachusetts
$440K -$1.35K -20 -0.3%
WIA
68
World Investment Advisors
California
$424K +$17.6K +260 +5%
SW
69
SVB Wealth
Massachusetts
$403K -$65.7K -971 -12%
Citigroup
70
Citigroup
New York
$403K +$106K +1,568 +30%
Jane Street
71
Jane Street
New York
$389K +$447K +6,610 New
SIA
72
Soltis Investment Advisors
Utah
$376K +$3.52K +52 +0.8%
Creative Planning
73
Creative Planning
Kansas
$349K +$29.7K +439 +8%
CA
74
Crumly & Associates
Illinois
$338K -$532K -7,875 -58%
COCM
75
Charter Oak Capital Management
New Hampshire
$335K +$173K +2,564 +82%