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Fidelity MSCI Energy Index ETF
FENY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
Meridian Wealth Management
Kentucky
$263K +$99 +4 +0%
WA
127
WealthTrust Axiom
Pennsylvania
$256K -$3.7K -150 -1%
FIA
128
Foundations Investment Advisors
Arizona
$256K +$14.1K +571 +6%
MA
129
Mutual Advisors
Nebraska
$253K -$3.85K -156 -2%
IW
130
Instrumental Wealth
Florida
$243K +$197K +7,981 New
MWM
131
Mission Wealth Management
California
$243K +$1.41K +57 +0.6%
LA
132
Lifeworks Advisors
Michigan
$241K -$4.59K -186 -2%
LWM
133
LongView Wealth Management
Georgia
$237K +$10.9K +442 +5%
EH
134
Equitable Holdings
New York
$234K +$233K +9,429 New
HWA
135
Heartwood Wealth Advisors
Virginia
$233K – – –
CFS
136
CRA Financial Services
New Jersey
$231K -$3.09K -125 -1%
IAG
137
Investmark Advisory Group
Connecticut
$222K +$914 +37 +0.4%
TIA
138
Traphagen Investment Advisors
New Jersey
$222K +$815 +33 +0.4%
SA
139
Sanctuary Advisors
Indiana
$219K -$29.2K -1,183 -12%
SWP
140
Stratos Wealth Partners
Ohio
$216K -$52.9K -2,143 -20%
FFS
141
Fischer Financial Services
Pennsylvania
$214K -$52.2K -2,114 -20%
SSW
142
Smith Shellnut Wilson
Mississippi
$213K -$4.94K -200 -2%
VWM
143
VCI Wealth Management
Missouri
$208K -$736K -29,810 -78%
TFA
144
Transamerica Financial Advisors
Florida
$163K +$71.8K +2,907 +79%
JGIA
145
Jackson Grant Investment Advisers
Connecticut
$156K – – –
CA
146
Clearstead Advisors
Ohio
$142K – – –
CI
147
CX Institutional
Indiana
$125K +$124K +5,003 +13,166%
CFD
148
Creative Financial Designs
Indiana
$117K +$74 +3 +0.1%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$113K -$25.3K -1,023 -18%
LI
150
LRI Investments
Florida
$112K – – –
4 5
6
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