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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
51
Fairview Capital Investment Management
California
$250K +$238K +10,175 New
PCG
52
Private Capital Group
Connecticut
$232K +$2.2K +94 +1%
CFA
53
Cahill Financial Advisors
Minnesota
$211K +$201K +8,584 New
IA
54
IFP Advisors
Florida
$194K +$133K +5,671 +254%
PO
55
Private Ocean
California
$149K
AG
56
Advisor Group
Arizona
$113K +$103K +4,409 +2,172%
UBS Group
57
UBS Group
Switzerland
$83K -$314K -13,416 -80%
CDIA
58
Capital Directions Investment Advisors
Georgia
$41K
CFD
59
Creative Financial Designs
Indiana
$22K
AF
60
Advisornet Financial
Minnesota
$16K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$16K +$164 +7 +1%
RWA
62
River Wealth Advisors
Pennsylvania
$16K +$14.9K +636 New
CAC
63
Certified Advisory Corp
Florida
$15K
APSP
64
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K +$94 +4 +0.9%
VIA
65
Vantage Investment Advisors
Pennsylvania
$10K +$9.37K +400 New
PA
66
Parallel Advisors
California
$8K +$7.94K +339 +1,883%
ML
67
McAdam LLC
Pennsylvania
$7K
FHA
68
Flagship Harbor Advisors
Massachusetts
$5K +$5.01K +214 New
GWM
69
Geneos Wealth Management
Colorado
$5K +$5.55K +237 New
MFT
70
Moisand Fitzgerald Tamayo
Florida
$4K +$3.61K +154 New
JP Morgan Chase
71
JP Morgan Chase
New York
$4K +$4.21K +180 New
BlackRock
72
BlackRock
New York
$2K
MA
73
MCF Advisors
Kentucky
$1K
IWA
74
Independence Wealth Advisors
Virginia
-$3.51M -153,394 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
-$221K -9,657 Closed