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Fidelity MSCI Utilities Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$38K
HDIM
202
Hanson & Doremus Investment Management
Vermont
$36K
BlackRock
203
BlackRock
New York
$35.9K +$117 +2 +0.3%
SWM
204
SHP Wealth Management
Massachusetts
$35.6K +$17.1K +292 +92%
AssetMark Inc
205
AssetMark Inc
California
$33.7K +$17.6K +301 +109%
S
206
SignatureFD
Georgia
$30.4K
HNB
207
Hilltop National Bank
Wyoming
$28.9K
CT
208
Colonial Trust
South Carolina
$28.5K
B
209
Bayban
Minnesota
$27.1K
AIS
210
Advocate Investing Services
Maryland
$23.4K
VR
211
Vision Retirement
New Jersey
$23K +$23.1K +394 New
SMA
212
Sage Mountain Advisors
Georgia
$22.9K
RWM
213
Raffa Wealth Management
District of Columbia
$19.9K
HWM
214
HighMark Wealth Management
Minnesota
$18.2K +$59 +1 +0.3%
BT
215
Banque Transatlantique
France
$17.4K
SWM
216
Spire Wealth Management
Virginia
$14.2K -$6.43K -110 -31%
EWA
217
EverSource Wealth Advisors
Alabama
$13.1K +$13.1K +224 New
VCM
218
Versant Capital Management
Arizona
$13.1K
CTA
219
Colonial Trust Advisors
South Carolina
$11.7K
Q1WB
220
Quest 10 Wealth Builders
Virginia
$11.2K +$1.58K +27 +16%
GI
221
GAMMA Investing
California
$11.1K
JWA
222
JFS Wealth Advisors
Pennsylvania
$9.58K +$9.59K +164 New
TAP
223
Tounjian Advisory Partners
Florida
$8.06K -$392K -6,708 -98%
KCM
224
Key Capital Management
Tennessee
$7.65K +$5.79K +99 +309%
AF
225
Allworth Financial
California
$7.42K -$1.7K -29 -19%