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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFTS
26
American Financial & Tax Strategies
New York
$5.4M +$50.7K +1,856 +0.9%
TFP
27
Townsend Financial Planning
Kentucky
$4.52M +$4.59M +168,246 New
Morgan Stanley
28
Morgan Stanley
New York
$4.48M +$226K +8,270 +5%
PWA
29
Physician Wealth Advisors
Utah
$4.31M -$248K -9,074 -5%
RA
30
RFG Advisory
Alabama
$4.1M +$348K +12,768 +9%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.95M +$53.1K +1,944 +1%
Raymond James Financial
32
Raymond James Financial
Florida
$3.74M +$89.1K +3,263 +2%
EP
33
Essential Planning
New Hampshire
$3.6M +$49.3K +1,808 +1%
Financial Engines Advisors
34
Financial Engines Advisors
California
$3.57M +$68K +2,492 +2%
OWM
35
Opes Wealth Management
California
$3.46M +$120K +4,408 +4%
SPIA
36
Steward Partners Investment Advisory
New York
$3.14M +$24.8K +910 +0.8%
SWM
37
SigFig Wealth Management
California
$3.13M +$279K +10,225 +10%
ISWM
38
Independent Solutions Wealth Management
New York
$3.04M -$82.6K -3,028 -3%
PFG
39
Prospect Financial Group
Virginia
$3.03M +$150K +5,479 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.99M +$986K +36,144 +48%
PAS
41
Park Avenue Securities
New York
$2.69M +$35.9K +1,317 +1%
SC
42
Schoolcraft Capital
Colorado
$2.39M +$120K +4,391 +5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.33M +$113K +4,126 +5%
LW
44
Livet Wealth
Utah
$2.22M +$2.25M +82,409 New
UBS Group
45
UBS Group
Switzerland
$2.19M -$523K -19,152 -19%
LPAM
46
Lodestar Private Asset Management
California
$2.06M +$45.7K +1,675 +2%
DAS
47
Diversify Advisory Services
Utah
$2.04M +$260K +9,520 +15%
NL
48
NWAM LLC
Washington
$1.93M +$95.2K +3,489 +5%
S
49
Sachetta
Massachusetts
$1.89M +$86.2K +3,157 +5%
Ameriprise
50
Ameriprise
Minnesota
$1.83M +$198K +7,246 +12%