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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
101
Pinnacle Wealth Management Group
Michigan
$363K -$849K -38,451 -70%
PA
102
Parallel Advisors
California
$361K +$360K +16,301 New
WA
103
WealthTrust Axiom
Pennsylvania
$353K -$49.7K -2,250 -12%
VA
104
Valmark Advisers
Ohio
$353K +$98.1K +4,440 +39%
EH
105
Equitable Holdings
New York
$346K -$240K -10,867 -41%
BCA
106
Bay Colony Advisors
Massachusetts
$344K -$79.9K -3,616 -19%
CPA
107
Court Place Advisors
Maryland
$342K -$66.1K -2,991 -16%
RSWM
108
Robertson Stephens Wealth Management
California
$339K -$2.03K -92 -0.6%
SWP
109
Stratos Wealth Partners
Ohio
$331K -$98.8K -4,470 -23%
LWM
110
LJI Wealth Management
Indiana
$329K -$34.2K -1,550 -9%
CWM
111
Cornerstone Wealth Management
Missouri
$324K +$7.49K +339 +2%
VWM
112
Venturi Wealth Management
Texas
$308K -$37.4K -1,691 -11%
BRWA
113
B. Riley Wealth Advisors
Florida
$306K +$4.64K +210 +2%
SAM
114
Secure Asset Management
Michigan
$303K -$179K -8,088 -37%
CFGS
115
Concourse Financial Group Securities
Alabama
$293K -$24.9K -1,126 -8%
IAN
116
Integrated Advisors Network
Texas
$292K +$291K +13,181 New
FFN
117
Focus Financial Network
Minnesota
$287K +$2.41K +109 +0.8%
FOFP
118
Fee-Only Financial Planning
South Carolina
$284K
MHR
119
Matthew Hamilton Rosenberg
$277K +$22 +1 +0%
Northern Trust
120
Northern Trust
Illinois
$268K -$2.71M -122,889 -91%
FT
121
Fiduciary Trust
Massachusetts
$266K
EWA
122
Exencial Wealth Advisors
Oklahoma
$250K +$574 +26 +0.2%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$249K +$248K +11,244 New
JWCA
124
J.W. Cole Advisors
Florida
$244K -$50.4K -2,282 -17%
HWA
125
Heartwood Wealth Advisors
Virginia
$227K