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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
126
Wilkins Miller Wealth Management
Alabama
$538K +$2.53K +85 +0.5%
BCA
127
Bay Colony Advisors
Massachusetts
$523K -$3.09K -104 -0.7%
EWM
128
Elevation Wealth Management
Minnesota
$498K +$23.6K +792 +6%
YIH
129
Y-Intercept (HK)
Hong Kong
$459K +$402K +13,504 New
FIM
130
Freedom Investment Management
Connecticut
$450K -$446 -15 -0.1%
OIA
131
OneDigital Investment Advisors
Kansas
$441K +$385K +12,964 New
Truist Financial
132
Truist Financial
North Carolina
$429K +$58.4K +1,964 +18%
GWP
133
Gateway Wealth Partners
Wisconsin
$426K +$372K +12,508 New
LWM
134
LJI Wealth Management
Indiana
$417K +$2.97K +100 +0.8%
MWM
135
Meridian Wealth Management
Kentucky
$414K +$46.8K +1,574 +15%
TA
136
TrueWealth Advisors
Alabama
$411K
FT
137
Fiduciary Trust
Massachusetts
$409K
RA
138
RFG Advisory
Alabama
$402K +$352K +11,831 New
EWA
139
Exencial Wealth Advisors
Oklahoma
$400K
CW
140
Cedarwood Wealth
Colorado
$400K +$208 +7 +0.1%
AQR Capital Management
141
AQR Capital Management
Connecticut
$395K +$346K +11,621 New
MHR
142
Matthew Hamilton Rosenberg
$388K
CFB
143
Cullen/Frost Bankers
Texas
$373K +$216K +7,251 +196%
AFA
144
AA Financial Advisors
Ohio
$367K -$307K -10,315 -49%
FSA
145
Fort Sheridan Advisors
Illinois
$363K +$317K +10,660 New
FIA
146
Foundations Investment Advisors
Arizona
$359K +$6.04K +203 +2%
LWM
147
LongView Wealth Management
Georgia
$355K +$63K +2,120 +23%
FFA
148
Farther Finance Advisors
California
$350K -$149K -4,998 -32%
AWA
149
Arete Wealth Advisors
Illinois
$348K +$304K +10,218 New
HT
150
Headlands Technologies
Illinois
$347K -$1.05M -35,244 -78%