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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
CreativeOne Wealth
Kansas
– -$204K -7,534 Closed
MWM
202
Merriman Wealth Management
Washington
– -$201K -7,396 Closed
SWM
203
SeaCrest Wealth Management
New York
– -$96K -3,533 Closed
CSWG
204
Cardinal Strategic Wealth Guidance
Kentucky
– -$50K -1,846 Closed
AIP
205
Ahrens Investment Partners
Louisiana
– -$42K -1,541 Closed
RIM
206
Rockbridge Investment Management
New York
– -$26.3K -967 Closed
CWP
207
Concord Wealth Partners
Virginia
– -$21K -765 Closed
CA
208
CoreCap Advisors
Michigan
– -$19K -698 Closed
Jones Financial Companies
209
Jones Financial Companies
Missouri
– -$17K -639 Closed
EWA
210
EverSource Wealth Advisors
Alabama
– -$9K -319 Closed
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
– -$9K -318 Closed
HI
212
Hudock Inc
Pennsylvania
– -$5K -211 Closed
BBHC
213
Brown Brothers Harriman & Co
New York
– -$5K -200 Closed
BFG
214
Baron Financial Group
New Jersey
– -$5.35K -197 Closed
GWMIA
215
Global Wealth Management Investment Advisory
Florida
– -$4K -165 Closed
Citigroup
216
Citigroup
New York
– -$4K -141 Closed
VVP
217
Venture Visionary Partners
Ohio
– -$3.56K -131 Closed
CCA
218
Column Capital Advisors
Indiana
– -$1K -40 Closed
GI
219
Gradient Investments
Minnesota
– -$1K -30 Closed
SWA
220
SOA Wealth Advisors
New York
– +$56 +2 +13%