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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$100K -$6.37K -110 -6%
WBC
127
West Branch Capital
Massachusetts
$100K – – –
BWL
128
Bogart Wealth LLC
Virginia
$89.5K – – –
GRP
129
Global Retirement Partners
California
$87.1K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$85.5K – – –
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$76.1K +$73.2K +1,264 +2,528%
EWM
132
EPG Wealth Management
Georgia
$73.9K -$73.6K -1,272 Closed
Jones Financial Companies
133
Jones Financial Companies
Missouri
$72.3K +$72.2K +1,247 New
SWM
134
Sanctuary Wealth Management
Idaho
$69.5K -$347 -6 -0.5%
PA
135
Parallel Advisors
California
$65.4K – – –
TWC
136
TD Waterhouse Canada
Ontario, Canada
$58K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$58K +$20.6K +355 +55%
TFM
138
TFC Financial Management
Massachusetts
$57.9K +$57.9K +1,000 New
PFA
139
Pathway Financial Advisers
Indiana
$57.3K +$521 +9 +0.9%
William Blair & Company
140
William Blair & Company
Illinois
$51.5K +$21.1K +364 +69%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$47.7K -$1.39K -24 -3%
FP
142
Financial Perspectives
Minnesota
$46.2K +$116 +2 +0.3%
TFA
143
Transamerica Financial Advisors
Florida
$46K – – –
QCG
144
Quadrant Capital Group
Ohio
$43.2K +$28.9K +500 +203%
AA
145
Addison Advisors
Vermont
$43K – – –
GWM
146
Geneos Wealth Management
Colorado
$36.3K – – –
FHA
147
First Horizon Advisors
Tennessee
$35.8K – – –
CT
148
Caldwell Trust
Florida
$34.8K – – –
UCB
149
United Community Bank
South Carolina
$33.7K – – –
GEA
150
Glen Eagle Advisors
New Jersey
$29.5K – – –