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Fidelity MSCI Real Estate Index ETF
FREL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.16M -$116K -4,334 -3%
DWM
27
Diversify Wealth Management
Utah
$4.07M +$88.8K +3,321 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.93M +$22.8K +853 +0.6%
RA
29
RFG Advisory
Alabama
$3.71M +$34.9K +1,307 +1%
EP
30
Essential Planning
New Hampshire
$3.56M +$58.5K +2,189 +2%
Financial Engines Advisors
31
Financial Engines Advisors
California
$3.3M -$204K -7,647 -6%
BBW
32
Blue Barn Wealth
Utah
$3.27M +$99K +3,705 +3%
OWM
33
Opes Wealth Management
California
$3.26M +$76.1K +2,846 +2%
ISWM
34
Independent Solutions Wealth Management
New York
$3.12M +$22.6K +844 +0.7%
Raymond James Financial
35
Raymond James Financial
Florida
$3.03M -$74.7K -2,793 -2%
SPIA
36
Steward Partners Investment Advisory
New York
$2.86M +$2.81M +105,102 +13,304%
SWM
37
SigFig Wealth Management
California
$2.84M -$83.4K -3,121 -3%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$2.77M +$2.73M +102,291 New
PFG
39
Prospect Financial Group
Virginia
$2.76M -$10.3K -386 -0.4%
UBS Group
40
UBS Group
Switzerland
$2.66M -$802K -29,999 -23%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.57M +$328K +12,271 +15%
SC
42
Schoolcraft Capital
Colorado
$2.47M -$617K -23,071 -20%
SC
43
Soundwatch Capital
Connecticut
$2.24M +$130K +4,850 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.02M +$20.1K +752 +1%
CWM
45
Congress Wealth Management
Massachusetts
$1.96M +$322K +12,033 +20%
LPAM
46
Lodestar Private Asset Management
California
$1.94M +$65.6K +2,455 +4%
S
47
Sachetta
Massachusetts
$1.86M +$909 +34 +0%
Stifel Financial
48
Stifel Financial
Missouri
$1.75M -$24.1K -903 -1%
AMG
49
Asset Management Group
Connecticut
$1.75M -$15.4K -576 -0.9%
NL
50
NWAM LLC
Washington
$1.74M -$87.1K -3,257 -5%
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