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Fidelity MSCI Financials Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
176
Spectrum Management Group
Indiana
$2K +$1.67K +32 New
HF
177
Halpern Financial
Virginia
$890 – – –
HWA
178
Heritage Wealth Advisors
Virginia
$17 – – –
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
– -$513K -10,500 Closed
CRWM
180
Castle Rock Wealth Management
California
– -$508K -10,175 Closed
Prudential Financial
181
Prudential Financial
New Jersey
– -$263K -5,377 Closed
Creative Planning
182
Creative Planning
Kansas
– -$203K -4,139 Closed
SFS
183
Sowell Financial Services
Arkansas
– -$200K -3,725 Closed
EVM
184
Eaton Vance Management
Massachusetts
– -$122K -2,500 Closed
VBCG
185
Valley Brook Capital Group
Pennsylvania
– -$73K -1,492 Closed
IAIM
186
International Assets Investment Management
Florida
– -$30K -702 Closed
MWM
187
Mascoma Wealth Management
New Hampshire
– -$24K -500 Closed
APWA
188
Atlas Private Wealth Advisors
New Jersey
– -$19K -397 Closed
RFA
189
Reilly Financial Advisors
California
– -$14K -290 Closed
CWA
190
Carolina Wealth Advisors
South Carolina
– -$12K -252 Closed
VFA
191
Valeo Financial Advisors
Indiana
– -$11K -225 Closed
MWP
192
Meridian Wealth Partners
Pennsylvania
– -$6K -116 Closed
HR
193
Howe & Rusling
New York
– -$2K -34 Closed
FCMT
194
Founders Capital Management (Texas)
Texas
– +$314 +6 New