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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$402K +$97.4K +1,289 +33%
AI
127
Atria Investments
North Carolina
$398K +$387K +5,122 New
EW
128
Evoke Wealth
California
$383K +$373K +4,931 New
VPW
129
Variant Private Wealth
Virginia
$383K -$201K -2,657 -35%
IFG
130
Independent Financial Group
California
$380K -$72.5K -960 -16%
DBRC
131
D.B. Root & Company
Pennsylvania
$377K
SWA
132
Stratos Wealth Advisors
Ohio
$354K +$41.9K +554 +14%
VBCG
133
Valley Brook Capital Group
Pennsylvania
$350K +$76 +1 +0%
IA
134
IFP Advisors
Florida
$338K +$16.1K +213 +5%
MFG
135
Monte Financial Group
Connecticut
$333K +$9.14K +121 +3%
HAS
136
HBW Advisory Services
California
$327K -$7.71K -102 -2%
RWA
137
River Wealth Advisors
Pennsylvania
$319K -$982 -13 -0.3%
Comerica Bank
138
Comerica Bank
Texas
$316K +$378 +5 +0.1%
GRP
139
Global Retirement Partners
California
$316K +$2.04K +27 +0.7%
AB
140
Atlas Brown
Kentucky
$311K +$22.8K +302 +8%
VWA
141
Visionary Wealth Advisors
Illinois
$309K +$70K +926 +30%
CPSAC
142
Chas P. Smith & Associates (CPS)
Florida
$308K +$20.3K +269 +7%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$307K -$206K -2,721 -41%
PIA
144
Panoramic Investment Advisors
Colorado
$303K
SFA
145
Sequoia Financial Advisors
Ohio
$302K +$293K +3,879 New
VT
146
Vise Technologies
New York
$301K +$293K +3,873 New
KIA
147
KCM Investment Advisors
California
$295K -$3.4K -45 -1%
SW
148
SVB Wealth
Massachusetts
$292K
PCA
149
Purkiss Capital Advisors
Connecticut
$292K -$35.5K -470 -11%
IC
150
IEQ Capital
California
$280K