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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$5.7K -$1.65K -66 -22%
EWM
202
Evermay Wealth Management
Virginia
$5.36K – – –
RWM
203
Raffa Wealth Management
District of Columbia
$5.23K +$5.49K +219 New
MWM
204
Mascoma Wealth Management
New Hampshire
$4.98K – – –
ADL
205
Asset Dedication LLC
California
$4.96K +$5.21K +208 New
BFPW
206
BOK Financial Private Wealth
Colorado
$4.55K – – –
MWA
207
Medallion Wealth Advisors
Connecticut
$2.86K +$3.01K +120 New
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$2.62K – – –
DWM
209
Darwin Wealth Management
Florida
$2.4K +$2.5K +100 New
SSB
210
Sandy Spring Bank
Maryland
$2.38K – – –
WWM
211
Wolff Wiese Magana
California
$1.84K – – –
SFGP
212
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.81K +$1.9K +76 New
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$1.67K – – –
BLC
214
Brown, Lisle/Cummings
Rhode Island
$1.55K – – –
CIAS
215
Capital Investment Advisory Services
North Carolina
$1.19K – – –
TFA
216
Toth Financial Advisory
Virginia
$1.19K – – –
PFA
217
Pillar Financial Advisors
Kentucky
$1.19K +$1.25K +50 New
AWM
218
Activest Wealth Management
Florida
$907 – – –
BWM
219
Bullock Wealth Management
Indiana
$871 -$3.46K -138 -79%
FFA
220
Farther Finance Advisors
California
$739 -$651 -26 -46%
HNW
221
High Note Wealth
Minnesota
$358 +$376 +15 New
SIS
222
Sound Income Strategies
Florida
$238 – – –
SWM
223
Sugarloaf Wealth Management
Georgia
$238 – – –
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$167 +$175 +7 New
NS
225
NBC Securities
Alabama
$123 -$167K -6,660 -100%