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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Birchcreek Wealth Management
Ohio
$421K +$78.4K +3,037 +22%
SSWM
102
Smith Salley Wealth Management
North Carolina
$414K -$17.9K -692 -4%
BAM
103
Baldrige Asset Management
Pennsylvania
$413K +$22.8K +883 +6%
GRP
104
Global Retirement Partners
California
$393K -$82.8K -3,206 -17%
FM
105
Foster & Motley
Ohio
$393K +$148K +5,720 +57%
IAG
106
Investmark Advisory Group
Connecticut
$386K +$27.7K +1,072 +7%
AFP
107
Ausdal Financial Partners
Iowa
$352K -$6.69K -259 -2%
DI
108
Disciplined Investments
Oklahoma
$348K
CT
109
Colonial Trust
South Carolina
$344K -$14.2K -550 -4%
PIAS
110
PCA Investment Advisory Services
Ohio
$331K +$343K +13,269 New
NA
111
NewEdge Advisors
Louisiana
$322K -$52 -2 -0%
SS
112
Sunbelt Securities
Texas
$309K +$71.5K +2,768 +28%
SW
113
SVB Wealth
Massachusetts
$309K -$85.8K -3,324 -21%
AM
114
AGF Management
Ontario, Canada
$306K -$58K -2,247 -15%
TI
115
Trexquant Investment
Connecticut
$290K +$300K +11,623 New
M&T Bank
116
M&T Bank
New York
$287K +$297K +11,512 New
ACA
117
Atlas Capital Advisors
Wyoming
$283K -$48.9K -1,893 -14%
EWA
118
EP Wealth Advisors
California
$259K +$45.8K +1,773 New
BCA
119
Bray Capital Advisors
Florida
$258K
FTS
120
Fifth Third Securities
Ohio
$255K -$4.44K -172 -2%
MWM
121
Mascoma Wealth Management
New Hampshire
$251K -$142K -5,515 -35%
Prudential Financial
122
Prudential Financial
New Jersey
$249K +$233K +9,022 New
PCH
123
PGIM Custom Harvest
New Jersey
$247K
SC
124
SouthState Corp
Florida
$245K
AWM
125
Accel Wealth Management
Iowa
$240K +$284 +11 +0.1%