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Fidelity MSCI Consumer Discretionary Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
76
B.O.S.S. Retirement Advisors
Utah
$641K +$403K +5,078 +179%
AWM
77
Axxcess Wealth Management
California
$638K +$7.07K +89 +1%
COCM
78
Charter Oak Capital Management
New Hampshire
$632K -$39.1K -492 -6%
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$631K +$5.16K +65 +0.8%
SS
80
Sunbelt Securities
Texas
$605K +$4.69K +59 +0.8%
DWM
81
Dakota Wealth Management
Florida
$603K +$15.5K +195 +3%
WIA
82
World Investment Advisors
California
$594K +$715 +9 +0.1%
RSWM
83
Robertson Stephens Wealth Management
California
$582K +$238 +3 +0%
SIA
84
Soltis Investment Advisors
Utah
$582K
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$569K +$84.2K +1,060 +18%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$563K +$190K +2,390 +52%
AP
87
Advisors Preferred
Maryland
$557K +$443K +5,580 +430%
Prudential Financial
88
Prudential Financial
New Jersey
$542K +$61.7K +776 +13%
PWMA
89
Pension & Wealth Management Advisors
Massachusetts
$523K -$112K -1,409 -18%
HCM
90
Hall Capital Management
Rhode Island
$516K
BRWA
91
B. Riley Wealth Advisors
Florida
$498K +$54.3K +683 +12%
Creative Planning
92
Creative Planning
Kansas
$497K +$132K +1,657 +37%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$490K -$36.1K -454 -7%
EFM
94
Eley Financial Management
Vermont
$467K -$9.69K -122 -2%
NS
95
NBC Securities
Alabama
$461K +$42.2K +531 +10%
SWA
96
Stratos Wealth Advisors
Ohio
$455K +$31.7K +399 +8%
MML Investors Services
97
MML Investors Services
Massachusetts
$382K -$138K -1,736 -27%
CF
98
Centaurus Financial
California
$381K -$22.1K -278 -6%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$364K -$1.88M -23,599 -84%
HCM
100
Hilton Capital Management
New York
$357K +$128K +1,606 +57%