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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Pathway Financial Advisers
Indiana
$251K -$28.5K -1,038 -10%
FM
127
Foster & Motley
Ohio
$244K +$12.9K +470 +6%
TCM
128
Tufton Capital Management
Maryland
$243K -$14.4K -525 -6%
TIM
129
Thompson Investment Management
Wisconsin
$242K +$7.07K +257 +3%
MA
130
Maxele Advisors
Missouri
$237K +$110 +4 +0%
TPW
131
Talon Private Wealth
Florida
$236K -$84.4K -3,071 -26%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$223K +$37K +1,344 +20%
WSFS
133
Wilmington Savings Fund Society
Delaware
$220K +$28.4K +1,032 +15%
SCA
134
Snowden Capital Advisors
New York
$219K -$11.6K -422 -5%
BIG
135
Brookwood Investment Group
Arizona
$213K +$213K +7,760 New
AQR Capital Management
136
AQR Capital Management
Connecticut
$211K
MFG
137
Merit Financial Group
Georgia
$210K +$210K +7,654 New
MGW
138
MB Generational Wealth
Washington
$203K +$203K +7,396 New
CIAS
139
Capital Investment Advisory Services
North Carolina
$193K +$138K +5,001 +248%
SHIM
140
Stone House Investment Management
Pennsylvania
$169K +$170K +6,167 New
PS
141
Principal Securities
Iowa
$168K +$34.5K +1,253 +25%
CTA
142
Colonial Trust Advisors
South Carolina
$160K -$74.5K -2,708 -32%
AA
143
Ancora Advisors
Ohio
$154K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$152K +$7.95K +289 +6%
SAM
145
Smartleaf Asset Management
Massachusetts
$132K +$41.5K +1,511 +45%
AP
146
Aspect Partners
Virginia
$115K -$32.6K -1,187 -22%
US Bancorp
147
US Bancorp
Minnesota
$115K
William Blair & Company
148
William Blair & Company
Illinois
$92.2K -$20.1K -730 -18%
FP
149
Financial Perspectives
Minnesota
$83.6K +$770 +28 +0.9%
BBHC
150
Brown Brothers Harriman & Co
New York
$65.5K