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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Traynor Capital Management
Pennsylvania
$649K +$57.2K +3,004 +10%
Wells Fargo
27
Wells Fargo
California
$636K -$209K -10,978 -26%
CW
28
Cobiz Wealth
Colorado
$629K +$597K +31,350 New
B
29
Bailard
California
$572K +$111K +5,850 +26%
PAS
30
Partnervest Advisory Services
California
$494K -$3.58K -188 -0.8%
LA
31
Lynch & Associates
Indiana
$461K +$31.8K +1,668 +8%
PJSIMP
32
P.J. Schmidt Investment Management (PJS)
Wisconsin
$440K -$6.52K -342 -2%
CFD
33
Creative Financial Designs
Indiana
$431K -$388K -20,348 -49%
SSWM
34
Smith Salley Wealth Management
North Carolina
$408K +$388K +20,373 New
PAG
35
Pinnacle Advisory Group
Maryland
$405K +$385K +20,185 New
LPL Financial
36
LPL Financial
California
$377K +$155K +8,123 +76%
UBS Group
37
UBS Group
Switzerland
$368K +$255K +13,380 +270%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$355K +$52.1K +2,733 +18%
BCI
39
Brinker Capital Investments
Pennsylvania
$350K -$362 -19 -0.1%
AW
40
ACG Wealth
Georgia
$332K +$6.15K +323 +2%
FA
41
FDx Advisors
Illinois
$326K +$310K +16,273 New
FPGK
42
Financial Partners Group (Kansas)
Kansas
$311K +$295K +15,490 New
SCA
43
Snowden Capital Advisors
New York
$310K +$295K +15,471 New
AB
44
AT Bancorp
Iowa
$257K +$244K +12,806 New
PFA
45
Pathway Financial Advisors
Vermont
$249K +$237K +12,437 New
TRCT
46
Tower Research Capital (TRC)
New York
$219K +$208K +10,927 New
BMCM
47
Bryn Mawr Capital Management
Pennsylvania
$201K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167K +$80.2K +4,208 +102%
SIAS
49
Shine Investment Advisory Services
Colorado
$142K +$876 +46 +0.7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$97K +$60.2K +3,157 +188%