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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
76
D.B. Root & Company
Pennsylvania
$346K
CS
77
Credit Suisse
Switzerland
$342K -$170K -4,497 -33%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$335K -$100K -2,659 -23%
1WA
79
180 Wealth Advisors
Washington
$334K -$210K -5,567 -40%
DOA
80
D'Orazio & Associates
Virginia
$330K
SFS
81
Sowell Financial Services
Arkansas
$314K +$10.6K +282 +3%
APP
82
Avantax Planning Partners
Iowa
$304K
GRP
83
Global Retirement Partners
California
$275K -$374K -9,910 -57%
EIA
84
Eldridge Investment Advisors
New Hampshire
$268K -$6.56K -174 -2%
WBC
85
West Branch Capital
Massachusetts
$265K -$16.8K -445 -6%
CFD
86
Creative Financial Designs
Indiana
$260K +$15.5K +410 +6%
WWM
87
Western Wealth Management
Colorado
$247K +$248K +6,585 New
Creative Planning
88
Creative Planning
Kansas
$241K +$7.28K +193 +3%
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$229K -$8.07K -214 -3%
HPC
90
Hobart Private Capital
North Carolina
$228K +$229K +6,066 New
SF
91
Synovus Financial
Georgia
$206K +$207K +5,497 New
GWM
92
Geneos Wealth Management
Colorado
$200K +$22.4K +594 +13%
IAA
93
Independent Advisor Alliance
North Carolina
$200K +$201K +5,337 New
CA
94
Cetera Advisors
Colorado
$175K -$285K -7,568 -62%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$166K +$167K +4,420 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$150K -$82.9K -2,199 -35%
VFA
97
Valeo Financial Advisors
Indiana
$146K
Citigroup
98
Citigroup
New York
$127K
AA
99
Advisory Alpha
Michigan
$106K +$100K +2,654 New
RFWA
100
RPg Family Wealth Advisory
Massachusetts
$75.5K