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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$21.5M -$72.1M -3,122,125 -77%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.54M -$890K -38,507 -9%
DWA
3
Divergent Wealth Advisors
Utah
$7.13M +$2.23M +96,464 +45%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$5.4M +$968K +41,883 +22%
Creative Planning
5
Creative Planning
Kansas
$3.9M +$567K +24,560 +17%
Mariner
6
Mariner
Kansas
$3.84M +$2.37M +102,726 +158%
VC
7
Vicus Capital
Pennsylvania
$3.83M +$444K +19,236 +13%
IWA
8
Independence Wealth Advisors
Virginia
$3.51M +$614K +26,581 +21%
ASN
9
Advisory Services Network
Georgia
$3.1M +$874K +37,833 +39%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.49M +$242K +10,490 +11%
HCA
11
Heck Capital Advisors
Wisconsin
$2.29M -$2.26K -98 -0.1%
SIAM
12
Sterling Investment Advisors (Missouri)
Missouri
$2.24M +$245K +10,598 +12%
SWM
13
SigFig Wealth Management
California
$2.21M +$324K +14,038 +17%
Wells Fargo
14
Wells Fargo
California
$1.98M +$883K +38,221 +79%
SPC
15
Sigma Planning Corp
Michigan
$1.67M -$394K -17,050 -19%
LPL Financial
16
LPL Financial
California
$1.63M +$895K +38,734 +119%
RW
17
Rand Wealth
Maryland
$1.4M +$521K +22,568 +58%
TPWA
18
TRUE Private Wealth Advisors
Oregon
$1.27M -$3.03K -131 -0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.23M +$250K +10,801 +25%
Lido Advisors
20
Lido Advisors
California
$1.2M +$199K +8,610 +20%
MWM
21
Mascoma Wealth Management
New Hampshire
$880K -$3M -129,856 -77%
MWM
22
Mission Wealth Management
California
$818K +$594K +25,696 +255%
AA
23
Advisory Alpha
Michigan
$810K +$114K +4,937 +17%
ECM
24
Exchange Capital Management
Michigan
$763K +$124K +5,360 +19%
PAG
25
Pinnacle Advisory Group
Maryland
$717K +$347K +15,023 +92%