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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$136K +$146K +4,599 New
LI
177
LRI Investments
Florida
$127K -$8.09K -254 -6%
CI
178
CX Institutional
Indiana
$113K -$8.7K -273 -7%
BH
179
Burk Holdings
Oklahoma
$108K
NRG
180
Nemes Rush Group
Michigan
$93K +$100K +3,147 New
UBS AM
181
UBS AM
Illinois
$86.8K
MA
182
MCF Advisors
Kentucky
$82.2K -$16.3K -511 -16%
AUB
183
Atlantic Union Bankshares
Virginia
$80.6K +$5.42K +170 +7%
IA
184
IFP Advisors
Florida
$76.8K +$446 +14 +0.5%
NWS
185
Nvest Wealth Strategies
Ohio
$73.9K
NS
186
NBC Securities
Alabama
$67.4K -$3.89K -122 -5%
GFA
187
Godfrey Financial Associates
New York
$58.1K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$49.9K -$28.3K -887 -34%
BlackRock
189
BlackRock
New York
$47.5K
GRP
190
Global Retirement Partners
California
$46.8K +$50.4K +1,582 New
IAS
191
IMA Advisory Services
Colorado
$44.4K
AF
192
Align Financial
Minnesota
$42.7K
BWM
193
Bernard Wealth Management
Michigan
$37.3K
HIW
194
Holos Integrated Wealth
Pennsylvania
$36.4K +$15.9K +500 +71%
SMA
195
Sage Mountain Advisors
Georgia
$35.5K
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$29.7K
Vanguard National Trust
197
Vanguard National Trust
Pennsylvania
$29.6K
HR
198
Howe & Rusling
New York
$28.9K +$31.1K +978 New
SEP
199
Signature Equity Partners
Ohio
$26.4K +$191 +6 +0.7%
AW
200
Avion Wealth
Texas
$23K