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Fidelity MSCI Energy Index ETF
FENY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
101
Beaumont Financial Advisors
Massachusetts
$479K -$302K -12,140 -39%
CWP
102
Core Wealth Partners
California
$474K -$32K -1,285 -6%
AFA
103
AA Financial Advisors
Ohio
$469K +$21.4K +860 +5%
HI
104
Harbour Investments
Wisconsin
$462K -$5.89K -237 -1%
GGS
105
Galvin Gaustad & Stein
Arizona
$451K -$20.5K -824 -4%
TRCT
106
Tower Research Capital (TRC)
New York
$447K -$900K -36,177 -67%
FTUS
107
Flow Traders U.S.
New York
$439K +$427K +17,165 New
CPL
108
CAP Partners LLC
Tennessee
$422K -$24K -964 -6%
SPIA
109
Steward Partners Investment Advisory
New York
$415K -$9.5K -382 -2%
COCM
110
Charter Oak Capital Management
New Hampshire
$376K -$11.5K -461 -3%
BCA
111
Bay Colony Advisors
Massachusetts
$371K -$6.81K -274 -2%
LWM
112
LJI Wealth Management
Indiana
$370K -$25 -1 -0%
SF
113
Summit Financial
New Jersey
$341K -$746 -30 -0.2%
LA
114
Lifeworks Advisors
Michigan
$341K +$18.3K +737 +6%
HF
115
HRT Financial
New York
$334K -$101K -4,073 -24%
FFS
116
Fischer Financial Services
Pennsylvania
$332K +$75 +3 +0%
SM
117
Sweeney & Michel
California
$329K +$393K +15,808 New
TA
118
TrueWealth Advisors
Alabama
$325K – – –
CSS
119
Cubist Systematic Strategies
Connecticut
$320K +$311K +12,525 New
SWP
120
Stratos Wealth Partners
Ohio
$318K -$20.3K -817 -6%
FT
121
Fiduciary Trust
Massachusetts
$307K – – –
FOFP
122
Fee-Only Financial Planning
South Carolina
$302K – – –
EWA
123
Exencial Wealth Advisors
Oklahoma
$301K – – –
WMWM
124
Wilkins Miller Wealth Management
Alabama
$299K -$38.7K -1,558 -12%
CPA
125
Court Place Advisors
Maryland
$298K -$25K -1,005 -8%
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5
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