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Fidelity MSCI Utilities Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$48.2K +832 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$4.44M +$211K +3,637 +5%
NA
28
NewEdge Advisors
Louisiana
$4.36M +$284K +4,901 +7%
RCYC
29
Richard C. Young & Co
Rhode Island
$4.35M +$27.3K +471 +0.6%
MWM
30
Maltin Wealth Management
New Jersey
$4.21M +$840K +14,498 +26%
KWA
31
Kingswood Wealth Advisors
California
$3.87M -$4.95M -85,359 -57%
UBS Group
32
UBS Group
Switzerland
$3.86M -$1.88M -32,356 -33%
Wells Fargo
33
Wells Fargo
California
$3.55M +$345K +5,957 +11%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$3.51M -$2.38M -40,987 -41%
LIA
35
LifePlan Investment Advisors
North Carolina
$3.5M -$101K -1,749 -3%
TFS
36
Targeted Financial Services
Florida
$3.37M +$528K +9,110 +19%
GWM
37
GSB Wealth Management
Connecticut
$3.3M +$43.9K +758 +1%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.3M +$834K +14,392 +35%
QAM
39
Q3 Asset Management
Michigan
$3.29M +$3.23M +55,766 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.23M +$1.84M +31,686 +138%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$3.21M +$776K +13,386 +33%
BFA
42
Beaumont Financial Advisors
Massachusetts
$3.15M +$67.2K +1,159 +2%
SQA
43
Simon Quick Advisors
New Jersey
$3.09M +$71.2K +1,228 +2%
YWM
44
Yoder Wealth Management
California
$2.84M -$11.9K -206 -0.4%
EC
45
Estate Counselors
Wisconsin
$2.79M -$1.49M -25,775 -35%
SPC
46
Sigma Planning Corp
Michigan
$2.58M +$39.2K +677 +2%
WAAG
47
Wealth Alliance Advisory Group
Kansas
$2.51M +$366K +6,310 +17%
LA
48
Lifeworks Advisors
Michigan
$2.4M +$161K +2,769 +7%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.16M -$445K -7,681 -17%
Stifel Financial
50
Stifel Financial
Missouri
$2.12M +$192K +3,312 +10%