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Fidelity MSCI Financials Index ETF
FNCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
226
Lee, Danner & Bass
Tennessee
$7.84K +$7.83K +114 New
MDA
227
Minot DeBlois Advisors
Massachusetts
$7.07K +$7.08K +103 New
SWM
228
Spire Wealth Management
Virginia
$6.87K – – –
VWM
229
Venturi Wealth Management
Texas
$6.66K – – –
BFPW
230
BOK Financial Private Wealth
Colorado
$5.98K – – –
RWPA
231
Richard W. Paul & Associates
Michigan
$5.15K – – –
CA
232
CoreCap Advisors
Michigan
$4.88K -$137 -2 -3%
AWM
233
Avior Wealth Management
Nebraska
$4.58K +$4.54K +66 New
PFA
234
Pillar Financial Advisors
Kentucky
$3.5K +$3.5K +51 New
TFA
235
Transamerica Financial Advisors
Florida
$3K -$412 -6 -13%
SSB
236
Sandy Spring Bank
Maryland
$2.95K – – –
BLC
237
Brown, Lisle/Cummings
Rhode Island
$2.82K – – –
LFG
238
Larson Financial Group
Missouri
$2.77K +$2.75K +40 New
WWM
239
Wolff Wiese Magana
California
$2.68K – – –
PP
240
PFS Partners
New Jersey
$2.65K +$69 +1 +3%
MCM
241
Mainstream Capital Management
California
$2.4K +$2.4K +35 New
CPBTD
242
Central Pacific Bank - Trust Division
Hawaii
$1.99K – – –
RIL
243
Rothschild Investment LLC
Illinois
$1.99K – – –
CIA
244
Cape Investment Advisory
Georgia
$1.88K – – –
PK
245
Pflug Koory
Nebraska
$1.72K – – –
HNW
246
High Note Wealth
Minnesota
$549 +$550 +8 New
FCMT
247
Founders Capital Management (Texas)
Texas
$459 – – –
LC
248
Lindbrook Capital
California
$234 – – –
AA
249
Ancora Advisors
Ohio
$23 – – –
PCS
250
Personal CFO Solutions
New Jersey
– -$5.23M -81,942 Closed
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