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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
101
Intergy Private Wealth
Colorado
$416K +$456K +15,334 New
GWM
102
Grand Wealth Management
Michigan
$414K -$178K -5,983 -28%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$408K +$46.5K +1,564 +12%
RF
104
Resolute Financial
Massachusetts
$392K +$21.9K +737 +5%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$390K -$406K -13,644 -49%
DI
106
Disciplined Investments
Oklahoma
$380K +$69.1K +2,323 +20%
MWM
107
Mascoma Wealth Management
New Hampshire
$356K +$328K +11,010 +524%
TIM
108
Tortoise Investment Management
New York
$344K +$9.67K +325 +3%
US Bancorp
109
US Bancorp
Minnesota
$342K
SS
110
Sunbelt Securities
Texas
$336K -$122K -4,106 -25%
SC
111
SouthState Corp
Florida
$334K +$127K +4,275 +53%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$329K -$73.4K -2,465 -17%
GRP
113
Global Retirement Partners
California
$329K +$1.19K +40 +0.3%
BWM
114
Birchcreek Wealth Management
Ohio
$327K +$2.26K +76 +0.6%
CCM
115
Cribstone Capital Management
Maine
$324K -$7.38K -248 -2%
GT
116
Glenmede Trust
Pennsylvania
$323K -$155K -5,194 -30%
IAG
117
Investmark Advisory Group
Connecticut
$309K +$63.3K +2,127 +23%
NYLIM
118
New York Life Investment Management
New York
$291K +$319K +10,713 New
AWM
119
Accel Wealth Management
Iowa
$282K +$268 +9 +0.1%
BCA
120
Bray Capital Advisors
Florida
$281K
FTS
121
Fifth Third Securities
Ohio
$271K +$297K +9,963 New
PPW
122
Pinnacle Private Wealth
Massachusetts
$262K +$31.5K +1,060 +12%
AIP
123
Almanack Investment Partners
Pennsylvania
$257K -$81.3K -2,732 -22%
MFG
124
Merit Financial Group
Georgia
$257K +$2.74K +92 +1%
AWA
125
Arkadios Wealth Advisors
Georgia
$248K -$17K -571 -6%