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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HighMark Wealth Management
Minnesota
$20K
TFS
102
TrustCore Financial Services
Tennessee
$20K
EIP
103
Ellis Investment Partners
Pennsylvania
$16K +$79 +2 +0.3%
BFC
104
Bedel Financial Consulting
Indiana
$15K +$79 +2 +0.4%
S
105
SignatureFD
Georgia
$14K -$8.64K -218 -31%
APWM
106
Atlas Private Wealth Management
New York
$14K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$12K
DAM
108
Delta Asset Management
Tennessee
$12K
CFO
109
CVA Family Office
Colorado
$12K +$16.8K +425 New
LWM
110
Liberty Wealth Management
California
$10K
PMFA
111
Plante Moran Financial Advisors
Michigan
$10K
KFS
112
Kelly Financial Services
Massachusetts
$9.58K
EW
113
Element Wealth
Mississippi
$8K +$79 +2 +0.7%
TCM
114
Tradewinds Capital Management
Washington
$8K +$10.4K +263 New
BFEC
115
Benjamin F. Edwards & Company
Missouri
$7K -$6.62K -167 -40%
CAC
116
Certified Advisory Corp
Florida
$7K
SWA
117
Stratos Wealth Advisors
Ohio
$7K +$9.24K +233 New
FANJ
118
Financial Architects (New Jersey)
New Jersey
$7K +$9.31K +235 New
IA
119
IFP Advisors
Florida
$6K -$45.7K -1,152 -86%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$6K
SIM
121
Sonora Investment Management
Arizona
$4K
AWM
122
Avior Wealth Management
Nebraska
$2K
SIS
123
Sound Income Strategies
Florida
$2K
William Blair & Company
124
William Blair & Company
Illinois
$2K
SF
125
Synovus Financial
Georgia
$2K +$3.25K +82 New