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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
151
AM Investment Strategies
Tennessee
$264K +$555 +8 +0.2%
WPP
152
Whalerock Point Partners
Rhode Island
$258K
PWP
153
Prasad Wealth Partners
Ohio
$257K
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$256K -$24.3K -350 -9%
CAMG
155
CWA Asset Management Group
Florida
$252K
WN
156
Williams & Novak
California
$246K -$51.3K -740 -18%
PS
157
Principal Securities
Iowa
$242K -$48.1K -693 -17%
AAS
158
Avantax Advisory Services
Texas
$240K -$34.5K -498 -13%
AFG
159
Atomi Financial Group
New York
$239K +$22K +317 +11%
PFS
160
Prospera Financial Services
Texas
$233K -$20.7K -299 -9%
BW
161
BIP Wealth
Georgia
$230K +$832 +12 +0.4%
SAI
162
Savvy Advisors Inc
New York
$229K -$6.52K -94 -3%
VWA
163
Visionary Wealth Advisors
Illinois
$225K
CL
164
Choreo LLC
Illinois
$223K +$694 +10 +0.3%
AWA
165
Amplius Wealth Advisors
Pennsylvania
$222K +$1.8K +26 +0.9%
DWM
166
Dakota Wealth Management
Florida
$222K
NL
167
NWAM LLC
Washington
$220K -$61.8K -891 -23%
Corient Private Wealth
168
Corient Private Wealth
Florida
$220K
MHR
169
Matthew Hamilton Rosenberg
$217K
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$213K +$69 +1 +0%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$212K +$199K +2,866 New
PCA
172
Purkiss Capital Advisors
Connecticut
$212K -$5.2K -75 -3%
TRCT
173
Tower Research Capital (TRC)
New York
$211K -$287K -4,145 -59%
SEIA
174
Signature Estate & Investment Advisors
California
$201K -$25K -361 -12%
BBHC
175
Brown Brothers Harriman & Co
New York
$183K +$137K +1,980 +407%