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Fidelity MSCI Utilities Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WBH Advisory
Maryland
$312K -$12.9K -277 -4%
IAN
102
Integrated Advisors Network
Texas
$298K +$308K +6,604 New
WWM
103
Western Wealth Management
Colorado
$290K +$4.24K +91 +1%
LC
104
LCNB Corp
Ohio
$282K +$291K +6,250 New
UBS Group
105
UBS Group
Switzerland
$278K +$68.5K +1,471 +31%
CFD
106
Creative Financial Designs
Indiana
$275K +$118K +2,541 +72%
GCWM
107
Graham Capital Wealth Management
District of Columbia
$260K -$19.6K -420 -7%
RCA
108
Reitz Capital Advisors
Michigan
$249K -$14K -300 -5%
SAM
109
Sequent Asset Management
Texas
$244K
GWM
110
Geneos Wealth Management
Colorado
$233K +$44.5K +955 +23%
G
111
GenTrust
Florida
$221K +$228K +4,886 New
LWAC
112
Laurel Wealth Advisors (California)
California
$220K +$227K +4,879 New
FTUS
113
Flow Traders U.S.
New York
$219K +$226K +4,844 New
BAM
114
Belpointe Asset Management
Nevada
$189K +$8.57K +184 +5%
COCM
115
Charter Oak Capital Management
New Hampshire
$184K +$79.7K +1,710 +72%
HI
116
Harbour Investments
Wisconsin
$163K +$168K +3,616 New
AWM
117
Aspire Wealth Management
Massachusetts
$160K
CH
118
Canton Hathaway
Rhode Island
$160K
IA
119
IFP Advisors
Florida
$147K
DI
120
Disciplined Investments
Oklahoma
$113K
SWM
121
SeaCrest Wealth Management
New York
$113K +$117K +2,503 New
AW
122
ACG Wealth
Georgia
$112K +$116K +2,481 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$87K -$502K -10,777 -85%
LSA
124
Lansing Street Advisors
Pennsylvania
$80K -$204K -4,383 -71%
GEA
125
Glen Eagle Advisors
New Jersey
$75.6K