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Fidelity MSCI Information Technology Index ETF
FTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
201
Meridian Wealth Management
Kentucky
$261K +$289K +2,708 New
VFA
202
Valeo Financial Advisors
Indiana
$259K -$19.8K -186 -6%
BCI
203
Brinker Capital Investments
Pennsylvania
$254K -$7.99K -75 -3%
CA
204
Cetera Advisors
Colorado
$247K -$16K -150 -6%
SHIM
205
Stone House Investment Management
Pennsylvania
$244K -$2.86M -26,810 -91%
CSWG
206
Cardinal Strategic Wealth Guidance
Kentucky
$242K – – –
AW
207
ACG Wealth
Georgia
$242K +$533 +5 +0.2%
CWM
208
Calamos Wealth Management
Illinois
$241K – – –
RSWM
209
Robertson Stephens Wealth Management
California
$240K +$265K +2,489 New
ATC
210
Adirondack Trust Company
New York
$239K – – –
MA
211
MKT Advisors
California
$235K +$251K +2,360 New
SF
212
Safeguard Financial
Wisconsin
$235K +$260K +2,440 New
CA
213
CoreCap Advisors
Michigan
$234K -$27.1K -254 -9%
WWM
214
Western Wealth Management
Colorado
$233K +$107 +1 +0%
IAG
215
Investmark Advisory Group
Connecticut
$231K +$70.5K +662 +38%
HWM
216
HB Wealth Management
Georgia
$230K +$254K +2,385 New
EIA
217
Eldridge Investment Advisors
New Hampshire
$227K -$14.4K -135 -5%
AF
218
Allworth Financial
California
$226K -$931K -8,739 -79%
PWA
219
Physician Wealth Advisors
Utah
$226K +$26.7K +251 +14%
AA
220
Apriem Advisors
California
$222K – – –
CL
221
CPWM LLC
Washington
$213K -$62.8K -589 -21%
ZIMP
222
Zimmermann Investment Management & Planning
Pennsylvania
$212K -$12.1K -114 -5%
LGA
223
Lebenthal Global Advisors
New York
$206K – – –
MHR
224
Matthew Hamilton Rosenberg
$180K – – –
CF
225
Centaurus Financial
California
$160K -$48.4K -454 -22%
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9
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