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Fidelity MSCI Real Estate Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$64.2M -$36M -1,366,144 -31%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.3M +$1.53M +57,916 +8%
PFA
3
Pure Financial Advisors
California
$16.1M +$1.41M +53,361 +7%
Creative Planning
4
Creative Planning
Kansas
$10.5M +$6.22M +236,161 +88%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$8.87M +$4.7M +178,308 +72%
DWA
6
Divergent Wealth Advisors
Utah
$8.04M +$4.48M +169,909 +78%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.93M -$17.2M -652,324 -70%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$5.67M +$195K +7,387 +3%
TIA
9
Traphagen Investment Advisors
New Jersey
$5.52M +$7M +265,515 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$5.46M +$6.92M +262,550 New
Lido Advisors
11
Lido Advisors
California
$5.44M +$484K +18,371 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.21M +$6.6M +250,351 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.11M +$5.88M +223,008 +981%
Wells Fargo
14
Wells Fargo
California
$4.75M -$2.36M -89,593 -28%
AMG
15
Asset Management Group
Connecticut
$4.23M +$633K +24,009 +13%
SS
16
Sunbelt Securities
Texas
$3.79M +$3.83M +145,396 New
PWA
17
Physician Wealth Advisors
Utah
$3.6M +$284K +10,775 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.42M +$1.55M +58,979 +56%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.33M -$1.7M -64,415 -29%
ASN
20
Advisory Services Network
Georgia
$2.78M -$6.65M -252,381 -65%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.63M +$2.8M +106,070 +516%
DFG
22
Demars Financial Group
Washington
$2.48M +$91.8K +3,483 +3%
FSC
23
Full Sail Capital
Oklahoma
$2.11M -$37.5K -1,423 -1%
SWM
24
SigFig Wealth Management
California
$2.05M +$79.9K +3,033 +3%
SIAM
25
Sterling Investment Advisors (Missouri)
Missouri
$2.01M +$228K +8,670 +10%