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Fidelity MSCI Information Technology Index ETF
FTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
476
McGlone Suttner Wealth Management
Wisconsin
$295K – – –
MLL
477
Moody Lynn & Lieberson
Massachusetts
$294K – – –
HGWM
478
Horst & Graben Wealth Management
Oregon
$290K – – –
BCG
479
Bravias Capital Group
New Jersey
$290K +$261 +1 +0.1%
LWM
480
Lodestone Wealth Management
Washington
$285K -$6.54K -25 -2%
PWA
481
Physician Wealth Advisors
Utah
$284K – – –
AWA
482
Amplius Wealth Advisors
Pennsylvania
$281K +$257K +983 New
VA
483
VestGen Advisors
Illinois
$280K +$4.44K +17 +2%
EGWAG
484
Elwood & Goetz Wealth Advisory Group
Georgia
$279K -$133K -510 -34%
PWM
485
Perigon Wealth Management
California
$276K – – –
ERWM
486
Elk River Wealth Management
Colorado
$276K – – –
TPI
487
Trust Point Inc
Wisconsin
$276K +$259K +990 New
KA
488
Kovack Advisors
Florida
$266K -$20.4K -78 -8%
CSP
489
Cary Street Partners
Virginia
$261K +$239K +913 New
MSFS
490
Main Street Financial Solutions
Pennsylvania
$260K -$19.3K -74 -8%
MAG
491
M3 Advisory Group
Massachusetts
$260K +$238K +910 New
DF
492
Daviman Financial
Indiana
$259K -$25.9K -99 -10%
RWP
493
Ridgecrest Wealth Partners
California
$259K +$237K +906 New
AFA
494
Alpha Financial Advisors
North Carolina
$255K +$234K +894 New
CCM
495
Chaney Capital Management
Washington
$255K +$233K +893 New
NSIM
496
North Star Investment Management
Illinois
$254K – – –
VVP
497
Venture Visionary Partners
Ohio
$253K +$231K +885 New
PTC
498
Private Trust Company
Ohio
$250K -$523 -2 -0.2%
IIM
499
IFC & Insurance Marketing
California
$249K +$228K +873 New
TCMP
500
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K +$227K +867 New
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