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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$351K -$184K -5,772 -33%
LWM
127
LJI Wealth Management
Indiana
$349K -$14.3K -450 -4%
CW
128
Cedarwood Wealth
Colorado
$348K +$255 +8 +0.1%
TA
129
TrueWealth Advisors
Alabama
$342K -$15.9K -500 -4%
MHR
130
Matthew Hamilton Rosenberg
$337K
APFP
131
Action Point Financial Planning
Michigan
$319K +$344K +10,808 New
FFA
132
Farther Finance Advisors
California
$316K +$64 +2 +0%
FSA
133
Fort Sheridan Advisors
Illinois
$315K
HCA
134
Heck Capital Advisors
Wisconsin
$313K -$444K -13,927 -57%
WWM
135
Western Wealth Management
Colorado
$311K -$303K -9,517 -47%
Simplex Trading
136
Simplex Trading
Illinois
$307K +$280K +8,785 +552%
AFA
137
AA Financial Advisors
Ohio
$302K -$18.5K -581 -5%
EH
138
Equitable Holdings
New York
$298K +$7.07K +222 +2%
FIA
139
Foundations Investment Advisors
Arizona
$293K -$19.9K -626 -6%
LWM
140
LongView Wealth Management
Georgia
$287K -$53K -1,663 -15%
RIA
141
Regal Investment Advisors
Michigan
$283K +$305K +9,572 New
WA
142
WealthTrust Axiom
Pennsylvania
$282K -$15.9K -500 -5%
CAG
143
Crestwood Advisors Group
Massachusetts
$277K +$52.6K +1,650 +21%
BJL
144
Brighton Jones LLC
Washington
$276K +$2.07K +65 +0.7%
IAG
145
Investmark Advisory Group
Connecticut
$265K -$1.05K -33 -0.4%
FOFP
146
Fee-Only Financial Planning
South Carolina
$264K -$11.1K -350 -4%
BPA
147
Beacon Pointe Advisors
California
$262K +$18.6K +585 +7%
TIA
148
Traphagen Investment Advisors
New Jersey
$262K -$4.52K -142 -2%
SWP
149
Stratos Wealth Partners
Ohio
$259K +$701 +22 +0.3%
CFS
150
CRA Financial Services
New Jersey
$257K -$3.98K -125 -1%