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Fidelity MSCI Utilities Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.7M -$1.6M -39,354 -6%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.4M -$2.43M -59,974 -11%
MIS
3
Morningstar Investment Services
Illinois
$16.1M +$236K +5,834 +2%
EC
4
Estate Counselors
Wisconsin
$14.2M +$216K +5,320 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.4M +$3.61M +89,001 +49%
ASN
6
Advisory Services Network
Georgia
$9.33M
KCM
7
Karp Capital Management
California
$9.02M +$122K +3,005 +1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$9.01M +$3.05M +75,203 +55%
RWP
9
RWA Wealth Partners
Massachusetts
$7.38M -$1.16M -28,687 -14%
Lido Advisors
10
Lido Advisors
California
$6.16M +$326K +8,044 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.98M +$2.51M +61,991 +79%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.91M +$1.71M +42,098 +43%
Morgan Stanley
13
Morgan Stanley
New York
$5.9M +$1.59M +39,342 +40%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.66M +$5.17M +127,556 +2,225%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.14M +$220K +5,436 +5%
SCI
16
Stableford Capital II
Arizona
$5.13M -$68.3K -1,684 -1%
MFM
17
Mirsky Financial Management
New York
$4.65M +$93.8K +2,313 +2%
SSW
18
Smith Shellnut Wilson
Mississippi
$4.59M -$85.7K -2,113 -2%
VC
19
Vicus Capital
Pennsylvania
$4.25M -$360K -8,874 -8%
Bank of America
20
Bank of America
North Carolina
$3.78M +$264K +6,524 +8%
LPL Financial
21
LPL Financial
California
$3.7M +$1.42M +35,042 +67%
IA
22
IFP Advisors
Florida
$3.67M +$3.52M +86,766 New
FSC
23
Full Sail Capital
Oklahoma
$3.35M +$192K +4,746 +6%
BCM
24
Brookstone Capital Management
Illinois
$3.08M +$2.94M +72,439 New
MA
25
Mutual Advisors
Nebraska
$3M -$37.9K -934 -1%