We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
76
Flaharty Asset Management
Florida
$342K -$65.8K -1,742 -15%
WPP
77
Whalerock Point Partners
Rhode Island
$339K -$43.2K -1,144 -10%
DBRC
78
D.B. Root & Company
Pennsylvania
$319K +$71.2K +1,886 +26%
AW
79
ACG Wealth
Georgia
$319K +$77.8K +2,059 +29%
CRC
80
Curi RMB Capital
Illinois
$304K -$90.7K -2,400 -21%
DOA
81
D'Orazio & Associates
Virginia
$304K
MA
82
Mutual Advisors
Nebraska
$283K +$42.8K +1,134 +16%
APP
83
Avantax Planning Partners
Iowa
$280K +$306K +8,101 New
SFS
84
Sowell Financial Services
Arkansas
$279K +$305K +8,081 New
WBC
85
West Branch Capital
Massachusetts
$260K -$44.2K -1,170 -13%
EIA
86
Eldridge Investment Advisors
New Hampshire
$253K -$15.1K -399 -5%
CFD
87
Creative Financial Designs
Indiana
$226K +$1.13K +30 +0.5%
PJSIMP
88
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K -$15.3K -404 -6%
Creative Planning
89
Creative Planning
Kansas
$216K -$70.2K -1,859 -23%
FHA
90
Flagship Harbor Advisors
Massachusetts
$214K +$124K +3,293 +113%
PAA
91
Peregrine Asset Advisers
Oregon
$202K +$221K +5,841 New
BCP
92
Blue Chip Partners
Michigan
$194K +$212K +5,617 New
IA
93
IFP Advisors
Florida
$165K -$289K -7,645 -61%
GWM
94
Geneos Wealth Management
Colorado
$162K +$15.7K +416 +10%
VFA
95
Valeo Financial Advisors
Indiana
$134K
CH
96
Canton Hathaway
Rhode Island
$130K +$7.82K +207 +6%
Citigroup
97
Citigroup
New York
$117K
CA
98
Claro Advisors
Massachusetts
$113K +$106K +2,811 New
RWA
99
River Wealth Advisors
Pennsylvania
$80K +$4.42K +117 +5%
GEA
100
Glen Eagle Advisors
New Jersey
$77.3K