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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$428K +$35.8K +1,286 +10%
FWM
102
Fingerlakes Wealth Management
New York
$423K +$65.1K +2,340 +19%
VWM
103
Venturi Wealth Management
Texas
$421K -$31.7K -1,139 -7%
CT
104
Colonial Trust
South Carolina
$411K +$63.1K +2,270 +19%
PA
105
PFG Advisors
Arizona
$404K -$1.42K -51 -0.4%
MWM
106
Modera Wealth Management
New Jersey
$403K -$11.8K -424 -3%
Citigroup
107
Citigroup
New York
$397K +$106K +3,819 +40%
DFG
108
Demars Financial Group
Washington
$392K -$29.8K -1,071 -7%
DI
109
Disciplined Investments
Oklahoma
$374K
TC
110
TownSquare Capital
Utah
$370K +$24.2K +869 +7%
VWM
111
VCI Wealth Management
Missouri
$357K -$504K -18,123 -60%
TPW
112
Talon Private Wealth
Florida
$343K +$324K +11,647 New
LA
113
Lynch & Associates
Indiana
$339K +$12K +433 +4%
PFA
114
Pathway Financial Advisers
Indiana
$326K -$202K -7,247 -40%
PWM
115
Penobscot Wealth Management
Maine
$307K -$10.9K -393 -4%
RSWM
116
Robertson Stephens Wealth Management
California
$292K
AF
117
Apexium Financial
Texas
$290K -$47.8K -1,717 -15%
FM
118
Foster & Motley
Ohio
$290K -$94.2K -3,386 -26%
MWM
119
Meridian Wealth Management
Kentucky
$289K +$273K +9,797 New
ECA
120
Elevated Capital Advisors
Utah
$285K +$269K +9,675 New
TCM
121
Tufton Capital Management
Maryland
$285K -$89.6K -3,222 -25%
PIAS
122
PCA Investment Advisory Services
Ohio
$271K +$779 +28 +0.3%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$266K -$338K -12,162 -57%
NFP
124
NorthLanding Financial Partners
New York
$265K +$139 +5 +0.1%
CTA
125
Colonial Trust Advisors
South Carolina
$259K -$115K -4,134 -32%