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Fidelity Nasdaq Composite Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Avior Wealth Management
Nebraska
$780K -$6.74K -74 -0.9%
HIP
177
HUB Investment Partners
Texas
$778K -$523K -5,741 -40%
P
178
&Partners
Tennessee
$764K +$471K +5,179 +163%
SW
179
Simplicity Wealth
New Jersey
$745K +$264K +2,899 +55%
GWM
180
Greenhouse Wealth Management
Connecticut
$743K
MWM
181
Modera Wealth Management
New Jersey
$728K +$726K +7,970 New
LWL
182
Leo Wealth LLC
Texas
$727K +$415K +4,563 +135%
BFA
183
Beaumont Financial Advisors
Massachusetts
$706K
BAAM
184
Baker Avenue Asset Management
California
$701K -$48.9K -537 -7%
MCM
185
MAI Capital Management
Ohio
$699K -$1.27K -14 -0.2%
SWA
186
Serenus Wealth Advisors
California
$688K +$8.28K +91 +1%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$686K -$569K -6,254 -45%
ZF
188
Zhang Financial
Michigan
$662K +$659K +7,241 New
CWM
189
Calamos Wealth Management
Illinois
$654K +$910 +10 +0.1%
Northern Trust
190
Northern Trust
Illinois
$634K
FWI
191
Facet Wealth Inc
Maryland
$633K +$6.64K +73 +1%
MA
192
Mutual Advisors
Nebraska
$629K +$455 +5 +0.1%
AT
193
American Trust
Kentucky
$600K +$29.4K +323 +5%
OA
194
Oasis Advisors
Iowa
$596K +$594K +6,521 New
TFS
195
Thoroughbred Financial Services
Tennessee
$586K -$28.9K -318 -5%
LAS
196
Legacy Advisory Services
Pennsylvania
$586K
GIA
197
Gladstone Institutional Advisory
Florida
$567K +$5.83K +64 +1%
YAIA
198
Yanni & Associates Investment Advisors
Pennsylvania
$566K +$563K +6,190 New
VCP
199
Verus Capital Partners
Arizona
$560K +$13.8K +152 +3%
CAM
200
Cresset Asset Management
Illinois
$557K +$728 +8 +0.1%