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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Crestwood Advisors Group
Massachusetts
$810K -$47.5K -1,843 -6%
IIC
77
Integrated Investment Consultants
Michigan
$809K
VWM
78
Venturi Wealth Management
Texas
$758K -$207K -8,042 -22%
Bank of America
79
Bank of America
North Carolina
$752K +$193K +7,489 +35%
STB
80
S&T Bank
Pennsylvania
$722K -$979 -38 -0.1%
KAS
81
Kestra Advisory Services
Texas
$709K +$48.6K +1,886 +7%
BWG
82
Balanced Wealth Group
Ohio
$649K +$6.49K +252 +1%
AWS
83
Atria Wealth Solutions
New York
$648K +$15.2K +588 +2%
Jane Street
84
Jane Street
New York
$647K +$76.9K +2,984 +14%
CAN
85
Cetera Advisor Networks
California
$614K -$844K -32,750 -58%
MWM
86
Mission Wealth Management
California
$606K -$36.2K -1,404 -6%
Ameriprise
87
Ameriprise
Minnesota
$587K +$30.4K +1,181 +6%
TCM
88
Tufton Capital Management
Maryland
$586K -$14.7K -570 -2%
CAL
89
Capital Analysts LLC
Pennsylvania
$574K +$56K +2,174 +11%
KP
90
Keel Point
Alabama
$573K +$50.7K +1,967 +10%
BCM
91
Brookstone Capital Management
Illinois
$569K -$46.7K -1,812 -8%
JWCA
92
J.W. Cole Advisors
Florida
$569K +$81.6K +3,166 +17%
EWA
93
EP Wealth Advisors
California
$537K -$99.1K -3,848 -16%
BWM
94
BCS Wealth Management
Tennessee
$529K -$25.3K -980 -5%
Wells Fargo
95
Wells Fargo
California
$524K -$5.44K -211 -1%
RWM
96
Raffa Wealth Management
District of Columbia
$521K +$248K +9,635 +93%
PFA
97
Pathway Financial Advisers
Indiana
$482K -$50.1K -1,945 -10%
SS
98
Sunbelt Securities
Texas
$454K +$12.9K +502 +3%
SSWM
99
Smith Salley Wealth Management
North Carolina
$441K -$206 -8 -0%
GRP
100
Global Retirement Partners
California
$441K -$14.2K -552 -3%