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Fidelity Nasdaq Composite Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
176
Institute for Wealth Management
Colorado
$954K – – –
WAAG
177
Wealth Alliance Advisory Group
Kansas
$953K – – –
SW
178
Simplicity Wealth
New Jersey
$942K +$118K +1,190 +15%
GRP
179
Global Retirement Partners
California
$940K +$906K +9,103 New
CWM
180
Calamos Wealth Management
Illinois
$938K – – –
RWP
181
RWA Wealth Partners
Massachusetts
$922K +$889K +8,933 New
SA
182
Sanctuary Advisors
Indiana
$913K -$143K -1,437 -14%
NEWAS
183
N.E.W. Advisory Services
Wisconsin
$876K -$20.2K -203 -2%
SA
184
Sovran Advisors
California
$871K – – –
Vontobel Holding
185
Vontobel Holding
Switzerland
$860K +$829K +8,327 New
BlackRock
186
BlackRock
New York
$849K +$152K +1,531 +23%
AWM
187
Avior Wealth Management
Nebraska
$830K -$36.8K -370 -4%
GWM
188
Greenhouse Wealth Management
Connecticut
$827K – – –
P
189
&Partners
Tennessee
$817K +$42.2K +424 +6%
PPA
190
Pacific Point Advisors
California
$798K +$770K +7,730 New
MFG
191
Merit Financial Group
Georgia
$783K +$258K +2,590 +52%
AAS
192
Ameritas Advisory Services
Nebraska
$782K +$208K +2,088 +38%
DWP
193
Daymark Wealth Partners
Ohio
$775K -$29.2K -293 -4%
GIA
194
Gladstone Institutional Advisory
Florida
$775K +$17.8K +179 +2%
DIM
195
Delta Investment Management
California
$774K +$199K +2,002 +36%
SWA
196
Serenus Wealth Advisors
California
$768K – – –
BAAM
197
Baker Avenue Asset Management
California
$767K -$24.4K -245 -3%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$766K -$32.5K -326 -4%
MWM
199
Modera Wealth Management
New Jersey
$750K -$57.9K -581 -7%
ZF
200
Zhang Financial
Michigan
$748K – – –