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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Larson Financial Group
Missouri
$52.4K -$17K -572 -27%
IAS
202
IMA Advisory Services
Colorado
$51.1K – – –
AF
203
Align Financial
Minnesota
$49.2K -$1.02M -34,348 -96%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$44.2K – – –
BWM
205
Bernard Wealth Management
Michigan
$43K – – –
SMA
206
Sage Mountain Advisors
Georgia
$40.8K – – –
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$34.2K – – –
Vanguard National Trust
208
Vanguard National Trust
Pennsylvania
$34K +$29.7K +1,000 New
SEP
209
Signature Equity Partners
Ohio
$30.2K +$149 +5 +0.6%
AW
210
Avion Wealth
Texas
$27K – – –
GCM
211
Gables Capital Management
Florida
$23.8K – – –
HIW
212
Holos Integrated Wealth
Pennsylvania
$23.5K +$20.8K +700 New
AAP
213
Arax Advisory Partners
Colorado
$22.9K – – –
FFA
214
Founders Financial Alliance
North Carolina
$22.8K – – –
TCM
215
Tradewinds Capital Management
Washington
$22.6K +$89 +3 +0.5%
PWA
216
Physician Wealth Advisors
Utah
$20.6K – – –
AIC
217
Archer Investment Corporation
Indiana
$20.5K – – –
AF
218
Allworth Financial
California
$20.5K +$89 +3 +0.5%
FCMT
219
Founders Capital Management (Texas)
Texas
$20.2K – – –
MHIP
220
Mountain Hill Investment Partners
New Jersey
$17.1K +$89 +3 +0.6%
BBHC
221
Brown Brothers Harriman & Co
New York
$17K – – –
HWM
222
HighMark Wealth Management
Minnesota
$17K – – –
PK
223
Pflug Koory
Nebraska
$16.7K – – –
SFCL
224
Strengthening Families & Communities LLC
Massachusetts
$14.7K +$12.9K +433 New
MFP
225
Meramec Financial Planners
Missouri
$14.2K +$13.8K +463 New