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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$398K +$379K +11,300 New
SS
27
Sunbelt Securities
Texas
$395K -$16.6K -494 -4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$344K +$48.6K +1,450 +17%
CA
29
Cambridge Advisors
Nebraska
$342K +$16.4K +488 +5%
BPWA
30
Beacon Pointe Wealth Advisors
California
$339K
LC
31
Lavaca Capital
Texas
$328K
SPC
32
Sigma Planning Corp
Michigan
$302K +$288K +8,579 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$283K -$2.04M -60,806 -88%
Truist Financial
34
Truist Financial
North Carolina
$269K +$256K +7,633 New
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$256K -$20K -597 -8%
DWM
36
Darwin Wealth Management
Florida
$252K -$20.1K -600 -8%
AI
37
Atria Investments
North Carolina
$229K -$3.72K -111 -2%
SFS
38
Sowell Financial Services
Arkansas
$217K -$34.9K -1,040 -14%
CAL
39
Capital Analysts LLC
Pennsylvania
$150K +$42.9K +1,279 +43%
AG
40
Advisor Group
Arizona
$135K -$15.3K -456 -11%
AIC
41
Ameritas Investment Company
Nebraska
$85K +$168 +5 +0.2%
FHA
42
Flagship Harbor Advisors
Massachusetts
$81K
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$52K
BCI
44
Brinker Capital Investments
Pennsylvania
$45K
CFGS
45
Concourse Financial Group Securities
Alabama
$40K +$14.6K +435 +62%
SPIA
46
Steward Partners Investment Advisory
New York
$35K
ASN
47
Advisory Services Network
Georgia
$34K +$2.41K +72 +8%
WCG
48
Weaver Consulting Group
California
$32K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$18K
FANJ
50
Financial Architects (New Jersey)
New Jersey
$18K +$16.8K +500 New