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Fidelity Nasdaq Composite Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDB
276
Lee, Danner & Bass
Tennessee
$297K – – –
SWM
277
Selective Wealth Management
Virginia
$294K +$91 +1 +0%
PVI
278
Pine Valley Investments
New Jersey
$291K +$364 +4 +0.1%
FIA
279
Foundations Investment Advisors
Arizona
$291K -$92.8K -1,020 -24%
ACM
280
Andina Capital Management
Utah
$288K +$57.9K +636 +25%
AI
281
Atomic Invest
New York
$284K +$281K +3,087 New
NHC
282
Nicholas Hoffman & Company
Georgia
$282K +$280K +3,081 New
FF
283
Foronjy Financial
California
$277K +$30.1K +331 +12%
RWA
284
River Wealth Advisors
Pennsylvania
$276K – – –
SIS
285
Sound Income Strategies
Florida
$274K – – –
SAM
286
SP Asset Management
California
$274K +$455 +5 +0.2%
CL
287
Choreo LLC
Illinois
$272K +$273 +3 +0.1%
AF
288
Align Financial
Minnesota
$271K +$270K +2,968 New
BFG
289
Bouchey Financial Group
New York
$268K – – –
PWA
290
Principia Wealth Advisory
Texas
$267K -$88.5K -972 -25%
PMFA
291
Plante Moran Financial Advisors
Michigan
$258K – – –
CW
292
CreativeOne Wealth
Kansas
$258K +$455 +5 +0.2%
WWM
293
Western Wealth Management
Colorado
$256K +$4.55K +50 +2%
Truist Financial
294
Truist Financial
North Carolina
$256K +$6.1K +67 +2%
SWM
295
Silverlake Wealth Management
Vermont
$254K +$36.1K +397 +17%
IWC
296
Integrated Wealth Concepts
Massachusetts
$250K -$282K -3,103 -53%
SIA
297
Spectrum Investment Advisors
Wisconsin
$249K +$248K +2,726 New
SFA
298
Sequoia Financial Advisors
Ohio
$249K +$3.82K +42 +2%
SOS
299
Silver Oak Securities
Tennessee
$247K -$2.06M -22,633 -89%
MW
300
Maia Wealth
Colorado
$246K – – –