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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
101
Smith Salley Wealth Management
North Carolina
$454K +$4.71K +169 +1%
CIAS
102
Capital Investment Advisory Services
North Carolina
$445K +$158K +5,691 +53%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$412K +$205K +7,379 +93%
RSWM
104
Robertson Stephens Wealth Management
California
$409K -$50.6K -1,818 -11%
RSF
105
Rik Saylor Financial
Ohio
$394K +$1.95K +70 +0.5%
AFP
106
Ausdal Financial Partners
Iowa
$378K +$6.29K +226 +2%
DI
107
Disciplined Investments
Oklahoma
$376K
AFG
108
Atomi Financial Group
New York
$367K -$292K -10,503 -44%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$357K -$73.3K -2,633 -17%
KP
110
Keel Point
Alabama
$356K -$14.3K -515 -4%
LA
111
Lynch & Associates
Indiana
$341K +$21.9K +786 +7%
BCM
112
Brookstone Capital Management
Illinois
$338K -$4.46K -160 -1%
TIM
113
Thompson Investment Management
Wisconsin
$311K +$22K +791 +7%
CWM
114
Clearview Wealth Management
California
$309K +$320K +11,496 New
IFA
115
Independence Financial Advisors
New Hampshire
$305K +$84 +3 +0%
PWM
116
Penobscot Wealth Management
Maine
$304K -$43.9K -1,578 -12%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$303K +$82.4K +2,960 +36%
MWM
118
Modera Wealth Management
New Jersey
$303K
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$300K
UCFA
120
United Capital Financial Advisors
Texas
$289K +$30.5K +1,097 +11%
MWM
121
Mission Wealth Management
California
$287K -$53.5K -1,921 -15%
CFG
122
Cornerstone Financial Group
Nebraska
$255K +$18.1K +651 +8%
PA
123
PFG Advisors
Arizona
$250K -$213K -7,644 -45%
NFP
124
NorthLanding Financial Partners
New York
$247K -$16.1K -577 -6%
DFG
125
Demars Financial Group
Washington
$246K -$4.18K -150 -2%