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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
101
Transamerica Financial Advisors
Florida
$325K +$355K +7,266 New
PFS
102
Prospera Financial Services
Texas
$318K -$43.1K -882 -11%
AW
103
ACG Wealth
Georgia
$315K +$22K +450 +7%
Creative Planning
104
Creative Planning
Kansas
$292K -$586 -12 -0.2%
DLCIG
105
D.L. Carlson Investment Group
New Hampshire
$281K +$538 +11 +0.2%
DBRC
106
D.B. Root & Company
Pennsylvania
$280K
PSF
107
Pacific Sun Financial
California
$279K +$7.18K +147 +2%
TRIA
108
Trail Ridge Investment Advisors
Colorado
$278K +$13.3K +273 +5%
WA
109
WBH Advisory
Maryland
$274K -$33.4K -684 -10%
MA
110
Mutual Advisors
Nebraska
$273K -$597K -12,206 -67%
WCP
111
Welch Capital Partners
New York
$273K
SIA
112
Soltis Investment Advisors
Utah
$259K -$1.08M -22,126 -79%
RWA
113
River Wealth Advisors
Pennsylvania
$226K +$9.48K +194 +4%
CPSAC
114
Chas P. Smith & Associates (CPS)
Florida
$225K -$13.2K -270 -5%
C
115
CEDRUS
Colorado
$211K +$231K +4,718 New
UBS Group
116
UBS Group
Switzerland
$208K -$24.7K -506 -10%
CH
117
Canton Hathaway
Rhode Island
$175K
MHR
118
Matthew Hamilton Rosenberg
$133K
HI
119
Harbour Investments
Wisconsin
$130K +$143K +2,921 New
BAM
120
Belpointe Asset Management
Nevada
$127K +$139K +2,843 New
GWM
121
Geneos Wealth Management
Colorado
$109K -$1.22K -25 -1%
VNA
122
Valley National Advisers
Pennsylvania
$104K
Franklin Resources
123
Franklin Resources
California
$103K
WBC
124
West Branch Capital
Massachusetts
$100K -$32.1K -657 -23%
SAM
125
Strategic Asset Management
Minnesota
$94K