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Fidelity Nasdaq Composite Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$1.04M
CWA
152
Canvas Wealth Advisors
Kansas
$1M +$74.7K +821 +8%
AWA
153
Arkadios Wealth Advisors
Georgia
$1M +$996K +10,944 New
SW
154
SteelPeak Wealth
California
$991K -$13.6K -149 -1%
TCM
155
Tradewinds Capital Management
Washington
$991K +$1.36K +15 +0.1%
RIA
156
Regal Investment Advisors
Michigan
$977K -$47K -516 -5%
PSF
157
Pacific Sun Financial
California
$959K -$1.82K -20 -0.2%
SIC
158
Sterling Investment Counsel
New York
$956K
GAM
159
Grandview Asset Management
Pennsylvania
$954K +$223K +2,447 +31%
MG
160
Mather Group
Illinois
$942K
SA
161
Sanctuary Advisors
Indiana
$940K +$1.09K +12 +0.1%
TPWA
162
TRUE Private Wealth Advisors
Oregon
$937K +$715K +7,850 +327%
PCMU
163
Paragon Capital Management (Utah)
Utah
$928K +$2.73K +30 +0.3%
TVPW
164
Third View Private Wealth
Connecticut
$914K +$910K +10,000 New
Vontobel Holding
165
Vontobel Holding
Switzerland
$912K -$127K -1,395 -12%
KIA
166
KCM Investment Advisors
California
$911K
BCM
167
Brookstone Capital Management
Illinois
$903K +$404K +4,435 +81%
SVWG
168
Shared Vision Wealth Group
United States
$899K +$307K +3,378 +54%
PFS
169
Prospera Financial Services
Texas
$896K +$1K +11 +0.1%
IFWM
170
Institute for Wealth Management
Colorado
$845K
WAAG
171
Wealth Alliance Advisory Group
Kansas
$844K
SA
172
Sovran Advisors
California
$831K
GRP
173
Global Retirement Partners
California
$829K +$18.7K +205 +2%
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$829K +$364 +4 +0%
DWP
175
Daymark Wealth Partners
Ohio
$784K -$15.5K -170 -2%