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Fidelity MSCI Information Technology Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$1.11M +$943K +7,771 +605%
TWM
127
Tradition Wealth Management
Minnesota
$1.11M -$407K -3,352 -27%
LFAS
128
Level Four Advisory Services
Texas
$1.11M +$218K +1,798 +25%
SWM
129
Spire Wealth Management
Virginia
$1.11M -$114K -942 -9%
SWA
130
Stratos Wealth Advisors
Ohio
$1.11M +$719K +5,928 +194%
RA
131
Rise Advisors
New York
$1.07M +$263K +2,170 +33%
VWA
132
Visionary Wealth Advisors
Illinois
$1.06M +$169K +1,389 +19%
PAS
133
Park Avenue Securities
New York
$1.05M +$83.8K +691 +9%
PPW
134
Pinnacle Private Wealth
Massachusetts
$1.05M +$97.2K +801 +10%
CW
135
CreativeOne Wealth
Kansas
$1.04M +$461K +3,802 +82%
CH
136
Canton Hathaway
Rhode Island
$955K -$122K -1,009 -12%
SIC
137
Samalin Investment Counsel
New York
$914K +$1.21K +10 +0.1%
MA
138
Mutual Advisors
Nebraska
$913K -$848K -6,985 -48%
JF
139
JSF Financial
California
$912K +$404K +3,333 +82%
SIA
140
Soltis Investment Advisors
Utah
$852K -$1.08M -8,942 -56%
DOA
141
D'Orazio & Associates
Virginia
$800K
RPGK
142
Retirement Planning Group (Kansas)
Kansas
$791K -$238K -1,964 -23%
MHB
143
Midwest Heritage Bank
Iowa
$780K -$364K -2,998 -32%
BAM
144
Belpointe Asset Management
Nevada
$770K +$305K +2,512 +67%
UCFA
145
United Capital Financial Advisors
Texas
$768K +$95.2K +785 +14%
AF
146
Apexium Financial
Texas
$764K -$31.1K -256 -4%
TCM
147
Tandem Capital Management
New Jersey
$744K -$38.7K -319 -5%
LWM
148
Loveless Wealth Management
Montana
$741K +$27.3K +225 +4%
IFG
149
Independent Financial Group
California
$705K -$60.3K -497 -8%
AWA
150
Arkadios Wealth Advisors
Georgia
$693K -$99.4K -819 -13%