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Fidelity MSCI Information Technology Index ETF
FTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
251
Davenport & Co
Virginia
$265K +$240K +2,025 New
BWA
252
Beam Wealth Advisors
Louisiana
$264K -$90.4K -761 -27%
IWN
253
Independent Wealth Network
Iowa
$262K – – –
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$260K +$237K +1,992 New
SWA
255
Stratos Wealth Advisors
Ohio
$260K +$236K +1,989 New
GRP
256
Global Retirement Partners
California
$258K +$5.7K +48 +2%
SMA
257
Seven Mile Advisory
New Jersey
$251K +$229K +1,925 New
LGA
258
Lebenthal Global Advisors
New York
$250K -$8.9K -75 -4%
MG
259
Mather Group
Illinois
$244K +$222K +1,870 New
MHR
260
Matthew Hamilton Rosenberg
$243K +$119 +1 +0.1%
IW
261
Instrumental Wealth
Florida
$243K +$220K +1,856 New
MCM
262
MAI Capital Management
Ohio
$243K +$221K +1,859 New
ERWM
263
Elk River Wealth Management
Colorado
$242K +$220K +1,854 New
SHIM
264
Stone House Investment Management
Pennsylvania
$237K -$16.5K -139 -7%
ZIMP
265
Zimmermann Investment Management & Planning
Pennsylvania
$231K +$210K +1,771 New
JMPWA
266
JP Morgan Private Wealth Advisors
California
$229K – – –
CPIA
267
Cornell Pochily Investment Advisors
New York
$225K +$205K +1,726 New
CFD
268
Creative Financial Designs
Indiana
$225K +$60.9K +513 +42%
BPA
269
Beacon Pointe Advisors
California
$225K +$204K +1,721 New
MAM
270
Marotta Asset Management
Virginia
$224K +$204K +1,716 New
ICG
271
InterOcean Capital Group
Tennessee
$224K +$203K +1,713 New
BSW
272
Buckingham Strategic Wealth
Missouri
$223K +$202K +1,705 New
AWM
273
Adams Wealth Management
Utah
$223K -$22.1K -186 -10%
IAG
274
Investmark Advisory Group
Connecticut
$219K +$199K +1,674 New
NBT
275
Northwest Bank & Trust
Iowa
$216K +$197K +1,657 New
9 10
11
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