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Fidelity MSCI Information Technology Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
301
Diversified Trust
Tennessee
$242K +$234K +1,552 New
LGA
302
Lebenthal Global Advisors
New York
$240K
EMAM
303
Encompass More Asset Management
California
$240K +$232K +1,539 New
BRWA
304
B. Riley Wealth Advisors
Florida
$239K +$22.6K +150 +8%
LRWA
305
Long Run Wealth Advisors
New York
$238K -$452 -3 -0.2%
UL
306
Unionview LLC
Washington
$236K +$151 +1 +0.1%
ICG
307
InterOcean Capital Group
Tennessee
$236K +$228K +1,512 New
GRP
308
Global Retirement Partners
California
$234K +$753 +5 +0.3%
CAI
309
Capital Advisors Inc
Oklahoma
$233K +$225K +1,495 New
BWA
310
Beam Wealth Advisors
Louisiana
$232K -$5.42K -36 -2%
AWM
311
Able Wealth Management
New Jersey
$230K -$2.41K -16 -1%
UCFA
312
United Capital Financial Advisors
Texas
$228K +$3.77K +25 +2%
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$226K +$68.2K +453 +46%
BIA
314
Bell Investment Advisors
California
$226K +$301 +2 +0.1%
CWM
315
Centurion Wealth Management
Virginia
$225K +$301 +2 +0.1%
DF
316
Dunhill Financial
United Kingdom
$224K +$202K +1,339 +1,339%
BWP
317
Barlow Wealth Partners
Kentucky
$223K
TW
318
TrinityPoint Wealth
Connecticut
$223K +$215K +1,430 New
FRA
319
Frank Rimerman Advisors
California
$221K
NAS
320
NWF Advisory Services
California
$218K +$211K +1,402 New
SBIA
321
Sheaff Brock Investment Advisors
Indiana
$218K
WWM
322
Western Wealth Management
Colorado
$218K +$151 +1 +0.1%
MSFS
323
Main Street Financial Solutions
Pennsylvania
$214K +$207K +1,375 New
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$212K +$4.82K +32 +2%
RC
325
Roundview Capital
New Jersey
$212K +$205K +1,359 New