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Fidelity MSCI Information Technology Index ETF
FTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
326
Atlantic Union Bankshares
Virginia
$741K +$32.7K +125 +5%
EFT
327
Envision Financial Transparency
North Carolina
$741K +$1.31M +5,026 New
AWM
328
Athena Wealth Management
Nevada
$736K -$89.7K -343 -12%
MMA
329
Miracle Mile Advisors
California
$735K +$7.06K +27 +1%
SIM
330
Stratos Investment Management
Ohio
$735K +$1.31K +5 +0.2%
O3W
331
Omni 360 Wealth
New Jersey
$733K +$165K +630 +33%
TP
332
Tranquility Partners
Tennessee
$729K – – –
ICP
333
Interchange Capital Partners
Pennsylvania
$726K -$610K -2,335 -48%
FFA
334
Founders Financial Alliance
North Carolina
$710K -$11.2K -43 -2%
LGA
335
Lebenthal Global Advisors
New York
$708K -$15.7K -60 -2%
ST
336
Smithfield Trust
Pennsylvania
$707K -$6.54K -25 -1%
RDWM
337
Red Door Wealth Management
Tennessee
$704K – – –
MHB
338
Midwest Heritage Bank
Iowa
$703K – – –
WANY
339
Wealthspire Advisors (New York)
New York
$693K +$36.3K +139 +6%
CWM
340
Calamos Wealth Management
Illinois
$692K +$5.75K +22 +0.9%
MG
341
Mather Group
Illinois
$689K +$106K +406 +20%
GRP
342
Global Retirement Partners
California
$687K +$629K +2,406 New
SWM
343
SHP Wealth Management
Massachusetts
$680K -$333K -1,274 -35%
HFS
344
Howard Financial Services
Texas
$668K +$612K +2,340 New
RI
345
Ruggiero Investments
Florida
$667K – – –
AA
346
Apriem Advisors
California
$657K – – –
BW
347
BIP Wealth
Georgia
$652K +$17.8K +68 +3%
CMAI
348
Capital Management Associates Inc
Minnesota
$645K – – –
CCWM
349
Cassaday & Co Wealth Management
Virginia
$640K – – –
YIH
350
Y-Intercept (HK)
Hong Kong
$631K +$578K +2,210 New
12 13
14
15 16