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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$296K +$5.48K +173 +2%
PAG
127
Private Advisor Group
New Jersey
$284K -$711K -22,445 -72%
RRWA
128
Rainey & Randall Wealth Advisors
Florida
$282K +$276K +8,721 New
PPW
129
Pinnacle Private Wealth
Massachusetts
$278K +$37.6K +1,188 +16%
TB
130
Treynor Bancshares
Iowa
$270K
KBFS
131
Kohmann Bosshard Financial Services
Ohio
$265K +$259K +8,176 New
CW
132
CreativeOne Wealth
Kansas
$263K +$257K +8,123 New
LA
133
Lynch & Associates
Indiana
$259K +$10.1K +320 +4%
SC
134
SouthState Corp
Florida
$259K +$209K +6,610 +477%
VAM
135
Verity Asset Management
North Carolina
$256K +$250K +7,902 New
MWM
136
Merriman Wealth Management
Washington
$240K
YIH
137
Y-Intercept (HK)
Hong Kong
$240K +$235K +7,414 New
UCFA
138
United Capital Financial Advisors
Texas
$238K +$570 +18 +0.2%
Ameriprise
139
Ameriprise
Minnesota
$232K +$226K +7,125 New
GCWM
140
Graham Capital Wealth Management
District of Columbia
$226K +$221K +6,987 New
RCAG
141
Rehmann Capital Advisory Group
Michigan
$213K -$1.61M -50,776 -89%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$208K -$157K -4,955 -42%
BWM
143
BerganKDV Wealth Management
Minnesota
$205K -$20.2K -637 -9%
AA
144
Ancora Advisors
Ohio
$175K -$513K -16,200 -75%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$134K
SPIA
146
Steward Partners Investment Advisory
New York
$115K -$5.1K -161 -4%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$102K +$100K +3,160 New
GM
148
GeoWealth Management
Illinois
$100K +$97.5K +3,078 New
RA
149
Rise Advisors
New York
$91K +$348 +11 +0.4%
FP
150
Financial Perspectives
Minnesota
$90.3K +$95 +3 +0.1%