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Fidelity MSCI Utilities Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWM
151
KDK Private Wealth Management
Texas
$301K -$23.5K -401 -7%
PFA
152
Pathway Financial Advisers
Indiana
$298K +$20.7K +354 +7%
SWM
153
SpringVest Wealth Management
Texas
$298K +$298K +5,100 New
KPWS
154
Kestra Private Wealth Services
Texas
$290K +$15K +257 +5%
BBL
155
Beck Bode LLC
Massachusetts
$289K – – –
LOIP
156
Live Oak Investment Partners
Texas
$286K +$5.62K +96 +2%
FTS
157
Fifth Third Securities
Ohio
$278K +$279K +4,764 New
GCWM
158
Graham Capital Wealth Management
District of Columbia
$275K +$37.7K +645 +16%
SSW
159
Smith Shellnut Wilson
Mississippi
$261K +$234 +4 +0.1%
HIC
160
Holderness Investments Company
North Carolina
$259K +$293 +5 +0.1%
SAW
161
Signal Advisors Wealth
Michigan
$258K +$259K +4,423 New
P
162
&Partners
Tennessee
$257K -$35.5K -607 -12%
DBRC
163
D.B. Root & Company
Pennsylvania
$256K – – –
CSA
164
Cottage Street Advisors
Massachusetts
$255K +$255K +4,358 New
VC
165
Vicus Capital
Pennsylvania
$251K -$340K -5,816 -58%
AFAS
166
Acorn Financial Advisory Services
Virginia
$245K +$41.2K +704 +20%
BWM
167
BKM Wealth Management
Wisconsin
$243K -$37.4K -640 -13%
MAM
168
Marotta Asset Management
Virginia
$239K – – –
WC
169
Westhampton Capital
North Carolina
$233K – – –
IWC
170
Integrated Wealth Concepts
Massachusetts
$228K +$1.46K +25 +0.6%
VWM
171
VCI Wealth Management
Missouri
$227K +$10.4K +178 +5%
GWM
172
Geneos Wealth Management
Colorado
$224K -$17.1K -292 -7%
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$219K +$172K +2,947 +369%
TRIA
174
Trail Ridge Investment Advisors
Colorado
$217K -$275K -4,698 -56%
Wealthfront Advisers
175
Wealthfront Advisers
California
$214K +$215K +3,667 New