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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$79K
GRP
127
Global Retirement Partners
California
$75.8K
EWM
128
EPG Wealth Management
Georgia
$69.1K -$35.8K -735 -37%
BC
129
Belmont Capital
California
$57K
TWC
130
TD Waterhouse Canada
Ontario, Canada
$53.2K
PFA
131
Pathway Financial Advisers
Indiana
$47.6K +$10.3K +211 +31%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$45.4K -$26.8K -550 -39%
FP
133
Financial Perspectives
Minnesota
$42.5K -$22.5K -461 -37%
AA
134
Addison Advisors
Vermont
$39.8K
ANBT
135
American National Bank & Trust
Texas
$37.5K +$23.6K +485 +225%
TFA
136
Transamerica Financial Advisors
Florida
$36K +$1.8K +37 +6%
GWM
137
Geneos Wealth Management
Colorado
$35.1K -$86.3K -1,772 -73%
IA
138
IFP Advisors
Florida
$34.2K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$34K +$27.4K +563 +804%
CIAS
140
Capital Investment Advisory Services
North Carolina
$33.2K -$7.06K -145 -19%
FHA
141
First Horizon Advisors
Tennessee
$33.1K
CT
142
Caldwell Trust
Florida
$32.1K
UCB
143
United Community Bank
South Carolina
$31.2K
T
144
Tidemark
California
$29.7K +$27K +554 New
First Manhattan
145
First Manhattan
New York
$29.5K
William Blair & Company
146
William Blair & Company
Illinois
$28.1K
FWM
147
FSA Wealth Management
Massachusetts
$28K +$25.8K +530 New
GEA
148
Glen Eagle Advisors
New Jersey
$27.3K
IGWM
149
ICA Group Wealth Management
Colorado
$26.5K +$24.1K +495 New
CFD
150
Creative Financial Designs
Indiana
$24.6K