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Fidelity MSCI Information Technology Index ETF
FTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
201
Leuthold Group
Minnesota
$384K +$368K +2,837 New
TP
202
Tranquility Partners
Tennessee
$380K – – –
T
203
TNF
Montana
$379K +$42.3K +326 +12%
WAOTB
204
Wealth Advisors of Tampa Bay
Florida
$379K +$363K +2,800 New
MW
205
Milestone Wealth
New York
$378K +$362K +2,791 New
ICG
206
InterOcean Capital Group
Tennessee
$368K -$10.1K -78 -3%
VFA
207
Valeo Financial Advisors
Indiana
$363K – – –
BCI
208
Brinker Capital Investments
Pennsylvania
$357K +$342K +2,637 New
ZIMP
209
Zimmermann Investment Management & Planning
Pennsylvania
$357K +$343K +2,640 New
MCM
210
MAI Capital Management
Ohio
$355K -$27.6K -213 -8%
KWA
211
KCS Wealth Advisory
California
$349K +$45K +347 +16%
MCC
212
Money Concepts Capital
Florida
$345K +$331K +2,550 New
DI
213
DFPG Investments
Utah
$342K -$909 -7 -0.2%
MCM
214
Magnolia Capital Management
New York
$342K +$57.8K +445 +21%
CSWG
215
Cardinal Strategic Wealth Guidance
Kentucky
$340K +$326K +2,512 New
FCA
216
FLC Capital Advisors
California
$339K -$634K -4,886 -66%
WA
217
WBH Advisory
Maryland
$339K – – –
CWM
218
Calamos Wealth Management
Illinois
$338K – – –
EIA
219
Eldridge Investment Advisors
New Hampshire
$336K – – –
ATC
220
Adirondack Trust Company
New York
$335K – – –
SPI
221
Sutton Place Investors
New York
$333K +$319K +2,461 New
SGI
222
Summit Global Investments
Utah
$325K – – –
RCWM
223
Royal Capital Wealth Management
Indiana
$324K +$310K +2,391 New
LA
224
LexAurum Advisors
Kansas
$316K -$157K -1,207 -34%
AA
225
Apriem Advisors
California
$311K -$117K -900 -28%
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9
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