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Fidelity MSCI Consumer Staples Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
101
Talon Private Wealth
Florida
$329K +$319K +6,439 New
CAG
102
Csenge Advisory Group
Florida
$327K +$10.2K +205 +3%
Creative Planning
103
Creative Planning
Kansas
$323K +$58.5K +1,181 +23%
OLVIG
104
Oliver Lagore Vanvalin Investment Group
Michigan
$266K -$169K -3,403 -40%
LWM
105
LongView Wealth Management
Georgia
$260K +$252K +5,097 New
IAIM
106
International Assets Investment Management
Florida
$259K +$95.1K +1,919 +109%
FCA
107
FLC Capital Advisors
California
$257K +$1.39K +28 +0.6%
RSWM
108
Robertson Stephens Wealth Management
California
$251K
RJFSA
109
Raymond James Financial Services Advisors
Florida
$249K -$38.1K -769 -14%
CFD
110
Creative Financial Designs
Indiana
$237K
PFA
111
Pathway Financial Advisers
Indiana
$232K -$4.41K -89 -2%
LA
112
LexAurum Advisors
Kansas
$229K +$248 +5 +0.1%
DFG
113
Demars Financial Group
Washington
$214K +$208K +4,201 New
IFG
114
Independent Financial Group
California
$214K +$208K +4,197 New
OIA
115
OneDigital Investment Advisors
Kansas
$213K +$207K +4,180 New
IA
116
IFP Advisors
Florida
$176K +$1.34K +27 +0.8%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$158K -$27.6K -558 -15%
ANBT
118
American National Bank & Trust
Texas
$155K +$40.2K +811 +36%
MHR
119
Matthew Hamilton Rosenberg
$152K
Jones Financial Companies
120
Jones Financial Companies
Missouri
$150K +$53.1K +1,071 +57%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$136K -$32.4K -654 -20%
CF
122
Centaurus Financial
California
$132K
HI
123
Harbour Investments
Wisconsin
$123K +$793 +16 +0.7%
WT
124
Whittier Trust
California
$96.2K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$78.1K +$10.8K +218 +17%