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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
126
Independent Financial Group
California
$265K +$265K +11,121 New
BCM
127
Beaumont Capital Management
Massachusetts
$263K +$263K +11,011 New
BJL
128
Brighton Jones LLC
Washington
$248K +$248K +10,386 New
HWA
129
Heartwood Wealth Advisors
Virginia
$244K -$51.6K -2,163 -17%
CWM
130
Centurion Wealth Management
Virginia
$241K +$241K +10,119 New
SWM
131
Selective Wealth Management
Virginia
$240K +$233K +9,750 New
IAN
132
Integrated Advisors Network
Texas
$240K +$240K +10,067 New
FT
133
Fiduciary Trust
Massachusetts
$238K +$238K +9,980 New
SWM
134
Spire Wealth Management
Virginia
$233K -$2.08K -87 -0.9%
CAC
135
Certified Advisory Corp
Florida
$230K +$231K +9,662 New
FIM
136
Freedom Investment Management
Connecticut
$218K -$85.3K -3,575 -28%
CFS
137
CRA Financial Services
New Jersey
$216K +$216K +9,050 New
HWA
138
Hilltop Wealth Advisors
North Carolina
$213K +$213K +8,923 New
SGI
139
Summit Global Investments
Utah
$211K +$211K +8,853 New
AWM
140
Axxcess Wealth Management
California
$203K +$203K +8,505 New
BFPW
141
BOK Financial Private Wealth
Colorado
$163K +$158K +6,629 +3,471%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$151K +$22.9K +959 +18%
Simplex Trading
143
Simplex Trading
Illinois
$139K +$139K +5,845 New
CA
144
Clearstead Advisors
Ohio
$136K
CS
145
Comerica Securities
Michigan
$109K +$109K +4,574 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$105K
BCA
147
Bray Capital Advisors
Florida
$93.5K -$4.3K -180 -4%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$92K
CFD
149
Creative Financial Designs
Indiana
$78.1K +$143 +6 +0.2%
SPIA
150
Steward Partners Investment Advisory
New York
$51.9K +$1.12K +47 +2%