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Fidelity MSCI Utilities Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$241M +$15.1M +316,662 +7%
AWM
2
AE Wealth Management
Kansas
$32.7M +$3.97M +83,030 +15%
Lido Advisors
3
Lido Advisors
California
$27.3M +$387K +8,092 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M +$3.78M +78,962 +31%
QAM
5
Q3 Asset Management
Michigan
$16.8M +$9.93M +207,690 +179%
LPL Financial
6
LPL Financial
California
$15.5M +$2.09M +43,776 +17%
KAS
7
Kestra Advisory Services
Texas
$15.4M +$380K +7,941 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.7M +$811K +16,954 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$13.6M +$1.69M +35,343 +16%
Morgan Stanley
10
Morgan Stanley
New York
$12.1M +$752K +15,721 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.9M -$829K -17,331 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.8M +$110K +2,307 +1%
BCM
13
Brookstone Capital Management
Illinois
$8.53M +$196K +4,100 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.92M +$7.06M +147,619 +2,867%
IA
15
IFG Advisory
Georgia
$7.18M +$175K +3,663 +3%
TIA
16
Traphagen Investment Advisors
New Jersey
$6.87M -$3.45M -72,148 -35%
KWA
17
Kingswood Wealth Advisors
California
$5.76M +$5.31M +111,117 New
EC
18
Estate Counselors
Wisconsin
$5.27M
MFG
19
Monumental Financial Group
Maryland
$4.8M +$737K +15,415 +20%
ASN
20
Advisory Services Network
Georgia
$4.66M
VA
21
Valmark Advisers
Ohio
$4.47M +$408K +8,524 +11%
RCYC
22
Richard C. Young & Co
Rhode Island
$4.05M -$51K -1,067 -1%
SM
23
Sweeney & Michel
California
$4M +$2.85M +59,633 +363%
GWA
24
GGM Wealth Advisors
Maryland
$3.68M +$3.4M +71,013 New
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$3.59M +$12.3K +257 +0.4%