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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
126
Foundations Investment Advisors
Arizona
$241K +$236K +10,281 New
MWM
127
Mission Wealth Management
California
$228K +$1.56K +68 +0.7%
CFS
128
CRA Financial Services
New Jersey
$222K -$2.87K -125 -1%
IAG
129
Investmark Advisory Group
Connecticut
$221K -$2.22K -97 -1%
HWA
130
Heartwood Wealth Advisors
Virginia
$221K
BJL
131
Brighton Jones LLC
Washington
$215K +$210K +9,158 New
EH
132
Equitable Holdings
New York
$212K -$8.18K -357 -4%
MML Investors Services
133
MML Investors Services
Massachusetts
$211K -$6.19K -270 -3%
TIA
134
Traphagen Investment Advisors
New Jersey
$209K +$894 +39 +0.4%
IW
135
Instrumental Wealth
Florida
$209K +$199K +8,700 New
LWM
136
LongView Wealth Management
Georgia
$206K +$201K +8,771 New
BCM
137
Brookstone Capital Management
Illinois
$204K -$64.9K -2,832 -25%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$202K +$198K +8,634 New
BWM
139
BCS Wealth Management
Tennessee
$202K +$197K +8,603 New
CFB
140
Cullen/Frost Bankers
Texas
$193K +$170K +7,411 +909%
FFA
141
Farther Finance Advisors
California
$160K +$156K +6,800 +21,935%
JGIA
142
Jackson Grant Investment Advisers
Connecticut
$148K
CA
143
Clearstead Advisors
Ohio
$134K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$131K +$96.7K +4,221 +311%
MCM
145
MAI Capital Management
Ohio
$127K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$122K +$117K +5,108 +4,602%
CFD
147
Creative Financial Designs
Indiana
$113K +$69 +3 +0.1%
LI
148
LRI Investments
Florida
$106K
AWM
149
Accredited Wealth Management
Kentucky
$78.4K +$9.42K +411 +14%
NS
150
NBC Securities
Alabama
$69K -$50.9K -2,221 -43%