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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
201
Live Oak Investment Partners
Texas
$1.43K – – –
SIS
202
Sound Income Strategies
Florida
$1.42K +$1.49K +52 New
SWA
203
SOA Wealth Advisors
New York
$1.11K +$57 +2 +5%
TFA
204
Transamerica Financial Advisors
Florida
$1K – – –
RBC
205
Roble Belko & Company
Pennsylvania
$1K +$29 +1 +4%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$892 +$944 +33 New
CAWM
207
Capital A Wealth Management
Pennsylvania
$540 +$572 +20 New
HWM
208
HighMark Wealth Management
Minnesota
$538 +$572 +20 New
AIA
209
Armor Investment Advisors
North Carolina
$513 +$458 +16 +533%
PWA
210
Provenance Wealth Advisors
Florida
$405 – – –
GM
211
GeoWealth Management
Illinois
$21 -$29 -1 -50%
ACA
212
Aptus Capital Advisors
Alabama
$18 – – –
RWP
213
RWA Wealth Partners
Massachusetts
– -$3.24M -109,779 Closed
WA
214
Win Advisors
Florida
– -$2.84M -96,195 Closed
BCI
215
Brinker Capital Investments
Pennsylvania
– -$1.71M -57,875 Closed
OPS
216
Orion Portfolio Solutions
Nebraska
– -$1.71M -57,875 Closed
STB
217
S&T Bank
Pennsylvania
– -$794K -26,929 Closed
CWM
218
Cedar Wealth Management
California
– -$519K -17,594 Closed
BOSSRA
219
B.O.S.S. Retirement Advisors
Utah
– -$486K -16,480 Closed
TC
220
TownSquare Capital
Utah
– -$370K -12,554 Closed
VWM
221
VCI Wealth Management
Missouri
– -$357K -12,103 Closed
MWM
222
Meridian Wealth Management
Kentucky
– -$289K -9,797 Closed
MFG
223
Merit Financial Group
Georgia
– -$258K -8,738 Closed
GWM
224
Grand Wealth Management
Michigan
– -$251K -8,530 Closed
PAG
225
Private Advisor Group
New Jersey
– -$220K -7,473 Closed