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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$38K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$33K -$3.98K -182 -10%
AW
153
ACG Wealth
Georgia
$28K +$31K +1,419 New
FWM
154
Focused Wealth Management
New York
$21K +$44 +2 +0.2%
HPC
155
HM Payson & Co
Maine
$19K
MCC
156
Money Concepts Capital
Florida
$19K
FCMT
157
Founders Capital Management (Texas)
Texas
$14K +$16.1K +738 New
AIC
158
Archer Investment Corporation
Indiana
$11.1K
TCM
159
Tradewinds Capital Management
Washington
$11K +$131 +6 +1%
SFCL
160
Strengthening Families & Communities LLC
Massachusetts
$9K
AA
161
Addison Advisors
Vermont
$7K
HR
162
Howe & Rusling
New York
$6K
EW
163
Element Wealth
Mississippi
$6K +$87 +4 +1%
SSB
164
Sandy Spring Bank
Maryland
$5K
HI
165
Hoey Investments
Pennsylvania
$5K +$44 +2 +0.8%
PP
166
PFS Partners
New Jersey
$4.44K +$44 +2 +0.9%
BFPW
167
BOK Financial Private Wealth
Colorado
$4K +$4.17K +191 New
HIA
168
Harbor Investment Advisory
Maryland
$3K +$3.91K +179 New
LWA
169
Lowe Wealth Advisors
Maryland
$2K
CTC
170
Central Trust Company
Missouri
$2K +$1.86K +85 New
First Manhattan
171
First Manhattan
New York
$1K
LPWM
172
Lake Point Wealth Management
Texas
$1K
CWP
173
Concord Wealth Partners
Virginia
$1K +$22 +1 +1%
GI
174
Gradient Investments
Minnesota
$1K +$1.05K +48 New
PCS
175
Personal CFO Solutions
New Jersey
-$5.32M -253,850 Closed