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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
151
CVA Family Office
Colorado
$18K
TFS
152
TrustCore Financial Services
Tennessee
$18K
HNWAG
153
High Net Worth Advisory Group
Florida
$17K
AssetMark Inc
154
AssetMark Inc
California
$16K +$4.47K +95 +36%
WAM
155
WFA Asset Management
Wisconsin
$15.9K +$17.4K +369 New
HWM
156
HighMark Wealth Management
Minnesota
$15K
HIA
157
Harbor Investment Advisory
Maryland
$13K
QCG
158
Quadrant Capital Group
Ohio
$13K
EW
159
Element Wealth
Mississippi
$13K +$141 +3 +1%
LC
160
Lindbrook Capital
California
$12K
OLVIG
161
Oliver Lagore Vanvalin Investment Group
Michigan
$12K
TCM
162
Tradewinds Capital Management
Washington
$12K +$47 +1 +0.4%
AIP
163
Ameritas Investment Partners
Nebraska
$11K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$10K -$4.61K -98 -30%
PMFA
165
Plante Moran Financial Advisors
Michigan
$9K
TWM
166
Tradition Wealth Management
Minnesota
$9K +$9.4K +200 New
William Blair & Company
167
William Blair & Company
Illinois
$8K -$9.73K -207 -52%
EIP
168
Ellis Investment Partners
Pennsylvania
$8K
BFEC
169
Benjamin F. Edwards & Company
Missouri
$7K -$5.92K -126 -43%
BFPW
170
BOK Financial Private Wealth
Colorado
$4K
CG
171
Cutler Group
California
$4K +$4.7K +100 New
AWM
172
Avior Wealth Management
Nebraska
$3K
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
FMTCOCP
174
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
BHWM
175
Beaird Harris Wealth Management
Texas
$3K +$3.25K +69 New