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Fidelity MSCI Information Technology Index ETF
FTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
326
Centaurus Financial
California
$743K -$165K -631 -20%
RWA
327
River Wealth Advisors
Pennsylvania
$741K -$31.1K -119 -4%
AUB
328
Atlantic Union Bankshares
Virginia
$741K +$32.7K +125 +5%
EFT
329
Envision Financial Transparency
North Carolina
$741K +$1.31M +5,026 New
AWM
330
Athena Wealth Management
Nevada
$736K -$89.7K -343 -12%
MMA
331
Miracle Mile Advisors
California
$735K +$7.06K +27 +1%
SIM
332
Stratos Investment Management
Ohio
$735K +$1.31K +5 +0.2%
O3W
333
Omni 360 Wealth
New Jersey
$733K +$165K +630 +33%
AI
334
Atomic Invest
New York
$731K -$2.09K -8 -0.3%
TP
335
Tranquility Partners
Tennessee
$729K – – –
ICP
336
Interchange Capital Partners
Pennsylvania
$726K -$610K -2,335 -48%
FFA
337
Founders Financial Alliance
North Carolina
$710K -$11.2K -43 -2%
LGA
338
Lebenthal Global Advisors
New York
$708K -$15.7K -60 -2%
ST
339
Smithfield Trust
Pennsylvania
$707K -$6.54K -25 -1%
RDWM
340
Red Door Wealth Management
Tennessee
$704K – – –
MHB
341
Midwest Heritage Bank
Iowa
$703K – – –
WANY
342
Wealthspire Advisors (New York)
New York
$693K +$36.3K +139 +6%
CWM
343
Calamos Wealth Management
Illinois
$692K +$5.75K +22 +0.9%
MG
344
Mather Group
Illinois
$689K +$106K +406 +20%
GRP
345
Global Retirement Partners
California
$687K +$629K +2,406 New
SWM
346
SHP Wealth Management
Massachusetts
$680K -$333K -1,274 -35%
HFS
347
Howard Financial Services
Texas
$668K +$612K +2,340 New
RI
348
Ruggiero Investments
Florida
$667K – – –
AA
349
Apriem Advisors
California
$657K – – –
BW
350
BIP Wealth
Georgia
$652K +$17.8K +68 +3%
12 13
14
15 16