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Fidelity Nasdaq Composite Index ETF
ONEQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TWIM
401
TIAA Wealth Investment Management
New York
$20.8K +$20.4K +205 New
BHWM
402
Beaird Harris Wealth Management
Texas
$20.6K +$19.9K +200 New
SWM
403
SHP Wealth Management
Massachusetts
$19.4K – – –
BIAS
404
Beacon Investment Advisory Services
New Jersey
$18.5K -$32.1K -322 -64%
CIAS
405
CBIZ Investment Advisory Services
Ohio
$18.1K – – –
NS
406
NBC Securities
Alabama
$17.5K – – –
LI
407
LRI Investments
Florida
$17K -$12.3K -124 -43%
CPBTD
408
Central Pacific Bank - Trust Division
Hawaii
$16.5K – – –
AF
409
Abound Financial
California
$15.5K – – –
CFO
410
CVA Family Office
Colorado
$15.5K – – –
FW
411
Fairway Wealth
Ohio
$14.9K – – –
PWA
412
Principia Wealth Advisory
Texas
$14.8K -$276K -2,773 -95%
BF
413
Brooklyn FI
New York
$14.7K +$14.4K +145 New
GWM
414
Gilpin Wealth Management
Colorado
$14.5K -$5.97K -60 -30%
QWM
415
Quaker Wealth Management
New Jersey
$12.4K – – –
AG
416
AmeriFlex Group
Nevada
$11.3K +$10.9K +109 New
SRCM
417
Signature Resources Capital Management
California
$11K +$10.7K +107 New
FDW
418
Fourth Dimension Wealth
Ohio
$10.3K – – –
PWA
419
Physician Wealth Advisors
Utah
$10.3K – – –
GEA
420
Glen Eagle Advisors
New Jersey
$9.94K – – –
LF
421
LifeSteps Financial
California
$9.91K +$9.56K +96 New
KFAS
422
Keating Financial Advisory Services
Kansas
$9.7K – – –
MIM
423
Marshall Investment Management
Colorado
$8.51K -$1.2K -12 -13%
GA
424
GoalVest Advisory
New York
$7.84K +$7.57K +76 New
TCM
425
Triumph Capital Management
Colorado
$7.54K +$7.27K +73 New
15 16
17
18 19