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Fidelity Nasdaq Composite Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
351
Kiker Wealth Management
Georgia
$7.29K +$6.56K +91 New
UCB
352
United Community Bank
South Carolina
$6.01K – – –
CWP
353
Concord Wealth Partners
Virginia
$4.73K +$4.25K +59 New
PA
354
Pineridge Advisors
Missouri
$4.57K +$4.11K +57 New
FFL
355
Financial Freedom LLC
Ohio
$3.8K – – –
HCM
356
Horrell Capital Management
Arkansas
$3.2K – – –
LCM
357
Logan Capital Management
Pennsylvania
$2.72K – – –
RIL
358
Rothschild Investment LLC
Illinois
$2.32K – – –
CWM
359
Copia Wealth Management
Oregon
$2.16K +$1.95K +27 New
FP
360
Financial Perspectives
Minnesota
$1.92K – – –
TRCT
361
Tower Research Capital (TRC)
New York
$1.92K +$1.73K +24 New
S
362
SignatureFD
Georgia
$1.67K – – –
BTI
363
Blue Trust Inc
Georgia
$801 +$721 +10 New
S
364
Sachetta
Massachusetts
$322 – – –
RTL
365
Red Tortoise LLC
Georgia
$173 – – –
CAM
366
Creekmur Asset Management
Illinois
$78 – – –
PWM
367
Parkworth Wealth Management
California
$21 – – –
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
– -$13.6M -178,409 Closed
VIS
369
Vega Investment Solutions
France
– -$10.2M -150,553 Closed
AWS
370
Atria Wealth Solutions
New York
– -$3.3M -48,418 Closed
AWM
371
Activest Wealth Management
Florida
– -$2.24M -31,054 Closed
HCM
372
Hicks Capital Management
Ohio
– -$1.31M -19,268 Closed
BRWA
373
B. Riley Wealth Advisors
Florida
– -$832K -12,225 Closed
PA
374
Procyon Advisors
Connecticut
– -$774K -11,378 Closed
SIC
375
Sterling Investment Counsel
New York
– -$712K -10,462 Closed