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Fidelity MSCI Information Technology Index ETF
FTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHB
126
Midwest Heritage Bank
Iowa
$1.26M +$1.21M +9,332 New
JMPWA
127
JP Morgan Private Wealth Advisors
California
$1.26M +$80K +616 +7%
CH
128
Canton Hathaway
Rhode Island
$1.19M – – –
TIA
129
Traphagen Investment Advisors
New Jersey
$1.16M +$562K +4,328 +102%
RPGK
130
Retirement Planning Group (Kansas)
Kansas
$1.14M +$17.7K +136 +2%
CIAS
131
CFS Investment Advisory Services
New Jersey
$1.09M -$1.54M -11,887 -58%
PAS
132
Park Avenue Securities
New York
$1.06M +$483K +3,722 +91%
PPW
133
Pinnacle Private Wealth
Massachusetts
$1.04M +$1,000K +7,703 New
SIC
134
Samalin Investment Counsel
New York
$1M +$88.3K +680 +10%
LFAS
135
Level Four Advisory Services
Texas
$975K +$935K +7,201 New
VWA
136
Visionary Wealth Advisors
Illinois
$974K -$36.7K -283 -4%
VFM
137
Vivid Financial Management
California
$972K -$103K -791 -10%
TCM
138
Tandem Capital Management
New Jersey
$943K -$83.3K -642 -8%
RA
139
Rise Advisors
New York
$884K +$847K +6,526 New
DOA
140
D'Orazio & Associates
Virginia
$880K – – –
AWA
141
Arkadios Wealth Advisors
Georgia
$873K +$24.4K +188 +3%
OWA
142
One Wealth Advisors
California
$857K -$31.4K -242 -4%
IFG
143
Independent Financial Group
California
$842K +$28.3K +218 +4%
AF
144
Apexium Financial
Texas
$799K +$422K +3,253 +123%
WWM
145
Western Wealth Management
Colorado
$793K +$759K +5,847 New
LWM
146
Loveless Wealth Management
Montana
$785K +$258K +1,988 +52%
BRWA
147
B. Riley Wealth Advisors
Florida
$780K -$38K -293 -5%
CP
148
Capital Planning
Washington
$768K -$519 -4 -0.1%
CWM
149
Congress Wealth Management
Massachusetts
$748K +$717K +5,526 New
UCFA
150
United Capital Financial Advisors
Texas
$739K -$52.1K -401 -7%
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