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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Activest Wealth Management
Florida
$911 – – –
LFG
202
Larson Financial Group
Missouri
$795 – – –
SIS
203
Sound Income Strategies
Florida
$241 -$3.12K -127 -93%
SWM
204
Sugarloaf Wealth Management
Georgia
$241 – – –
Charles Schwab
205
Charles Schwab
California
– -$124M -4,942,938 Closed
LG
206
Leuthold Group
Minnesota
– -$1.92M -76,534 Closed
BFA
207
Beaumont Financial Advisors
Massachusetts
– -$1.39M -55,315 Closed
Belvedere Trading
208
Belvedere Trading
Illinois
– -$1.27M -50,546 Closed
Goldman Sachs
209
Goldman Sachs
New York
– -$967K -38,558 Closed
TI
210
Trexquant Investment
Connecticut
– -$967K -38,538 Closed
US Bancorp
211
US Bancorp
Minnesota
– -$524K -20,878 Closed
MSWM
212
Mowery & Schoenfeld Wealth Management
Illinois
– -$344K -13,700 Closed
IFG
213
Independent Financial Group
California
– -$204K -8,149 Closed
IW
214
Instrumental Wealth
Florida
– -$204K -8,069 Closed
GWM
215
Geneos Wealth Management
Colorado
– -$188K -7,500 Closed
BWP
216
Baldwin Wealth Partners
Massachusetts
– -$70.8K -2,820 Closed
GI
217
Gradient Investments
Minnesota
– -$48.7K -1,940 Closed
MG
218
Mather Group
Illinois
– -$26.9K -1,038 Closed
HF
219
Halpern Financial
Virginia
– -$12.5K -500 Closed
NFSG
220
Newbridge Financial Services Group
Florida
– -$5.97K -238 Closed
BHWM
221
Beaird Harris Wealth Management
Texas
– -$4.53K -181 Closed
CP
222
Castleview Partners
Texas
– -$3.24K -129 Closed
CP
223
Camelot Portfolios
Ohio
– -$739 -29 Closed
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
– -$703 -28 Closed
FFA
225
Frazier Financial Advisors
Ohio
– -$274 -11 Closed