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Fidelity MSCI Energy Index ETF
FENY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$255K – – –
HAS
152
HBW Advisory Services
California
$254K -$308K -9,671 -53%
SSW
153
Smith Shellnut Wilson
Mississippi
$254K -$408K -12,800 -60%
BWM
154
BCS Wealth Management
Tennessee
$254K – – –
MFG
155
Monte Financial Group
Connecticut
$245K +$3.19K +100 +1%
BCI
156
Brinker Capital Investments
Pennsylvania
$242K +$261K +8,188 New
JWCA
157
J.W. Cole Advisors
Florida
$239K +$257K +8,084 New
SAI
158
Savvy Advisors Inc
New York
$228K +$246K +7,713 New
RA
159
RFG Advisory
Alabama
$223K -$136K -4,279 -36%
WDG
160
Wealth Dimensions Group
Ohio
$214K +$32 +1 +0%
FFS
161
Fischer Financial Services
Pennsylvania
$214K -$45.3K -1,422 -16%
RRMM
162
Regatta Research & Money Management
Louisiana
$213K +$230K +7,221 New
LA
163
Lifeworks Advisors
Michigan
$211K -$3.09K -97 -1%
BCM
164
Brookstone Capital Management
Illinois
$210K -$2.01K -63 -0.9%
SAW
165
Signal Advisors Wealth
Michigan
$206K +$222K +6,979 New
RFN
166
Redwood Financial Network
Ohio
$205K +$6.21K +195 +3%
FTS
167
Fifth Third Securities
Ohio
$201K +$216K +6,791 New
VWM
168
VCI Wealth Management
Missouri
$200K +$7.04K +221 +3%
JGIA
169
Jackson Grant Investment Advisers
Connecticut
$186K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$185K +$12.1K +380 +6%
LFG
171
Larson Financial Group
Missouri
$178K +$142K +4,468 +290%
CA
172
Clearstead Advisors
Ohio
$170K +$796 +25 +0.4%
BWS
173
Buck Wealth Strategies
Colorado
$149K +$161K +5,044 New
CFD
174
Creative Financial Designs
Indiana
$140K +$96 +3 +0.1%
APW
175
Allied Private Wealth
Florida
$136K +$141K +4,419 New
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