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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
WealthTrust Axiom
Pennsylvania
$342K -$8.92K -300 -3%
PIM
152
Parker Investment Management
California
$340K +$297K +9,991 New
MA
153
Mutual Advisors
Nebraska
$333K -$12.8K -430 -4%
QCM
154
Quantinno Capital Management
New York
$327K +$286K +9,605 New
FOFP
155
Fee-Only Financial Planning
South Carolina
$316K -$75.1K -2,525 -21%
BJL
156
Brighton Jones LLC
Washington
$316K +$276K +9,276 New
IAG
157
Investmark Advisory Group
Connecticut
$306K +$803 +27 +0.3%
TIA
158
Traphagen Investment Advisors
New Jersey
$306K +$1.46K +49 +0.5%
CFS
159
CRA Financial Services
New Jersey
$300K -$14.9K -500 -5%
SWP
160
Stratos Wealth Partners
Ohio
$297K +$59 +2 +0%
FFS
161
Fischer Financial Services
Pennsylvania
$294K
MWM
162
Modera Wealth Management
New Jersey
$294K +$257K +8,636 New
BWM
163
BCS Wealth Management
Tennessee
$293K -$256K -8,603 -50%
BPA
164
Beacon Pointe Advisors
California
$282K +$247K +8,291 New
IW
165
Instrumental Wealth
Florida
$273K +$1.34K +45 +0.6%
MWM
166
Mission Wealth Management
California
$269K -$57.1K -1,921 -20%
CAG
167
Crestwood Advisors Group
Massachusetts
$263K +$230K +7,725 New
MFG
168
Monte Financial Group
Connecticut
$249K +$218K +7,319 New
LA
169
Lifeworks Advisors
Michigan
$247K -$73.6K -2,474 -25%
WDG
170
Wealth Dimensions Group
Ohio
$247K +$215K +7,247 New
EH
171
Equitable Holdings
New York
$244K +$12.8K +429 +5%
BCM
172
Brookstone Capital Management
Illinois
$244K +$213K +7,168 New
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$231K +$202K +6,786 New
COCM
174
Charter Oak Capital Management
New Hampshire
$229K -$146K -4,909 -42%
RFN
175
Redwood Financial Network
Ohio
$229K +$200K +6,733 New