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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
Heartwood Wealth Advisors
Virginia
$269K
AFA
127
AA Financial Advisors
Ohio
$260K +$23.2K +909 +10%
SM
128
Sweeney & Michel
California
$252K +$7.67K +300 +3%
CFS
129
CRA Financial Services
New Jersey
$237K
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$233K -$58.3K -2,279 -20%
MWM
131
Mission Wealth Management
California
$233K +$32.4K +1,266 +16%
Brown Advisory
132
Brown Advisory
Maryland
$231K
TIA
133
Traphagen Investment Advisors
New Jersey
$228K -$42.6K -1,666 -16%
IAG
134
Investmark Advisory Group
Connecticut
$223K +$14.5K +568 +7%
SMAM
135
Sugar Maple Asset Management
Wisconsin
$223K -$53K -2,072 -19%
CAS
136
Coppell Advisory Solutions
Texas
$211K +$215K +8,398 New
HWA
137
Hilltop Wealth Advisors
North Carolina
$211K
IFG
138
Independent Financial Group
California
$204K +$208K +8,149 New
IW
139
Instrumental Wealth
Florida
$204K +$206K +8,069 New
GWM
140
Geneos Wealth Management
Colorado
$188K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$155K +$37.5K +1,466 +31%
CFD
142
Creative Financial Designs
Indiana
$146K -$13.4K -523 -8%
CA
143
Clearstead Advisors
Ohio
$143K
ANBT
144
American National Bank & Trust
Texas
$130K +$73.7K +2,880 +125%
NS
145
NBC Securities
Alabama
$114K +$86.7K +3,390 +290%
Comerica Bank
146
Comerica Bank
Texas
$96.8K -$3.15K -123 -3%
BCA
147
Bray Capital Advisors
Florida
$89.6K -$8.85K -346 -9%
Franklin Resources
148
Franklin Resources
California
$84.3K +$35.5K +1,388 +70%
BWP
149
Baldwin Wealth Partners
Massachusetts
$70.8K +$72.1K +2,820 New
BCMLT
150
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.7K