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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.39M -$2.24M -53,807 -60%
CAG
27
Csenge Advisory Group
Florida
$1.3M +$39.6K +953 +3%
GM
28
GeoWealth Management
Illinois
$1.23M +$1.32M +31,817 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.08M +$328K +7,885 +39%
PWA
30
Primoris Wealth Advisors
Florida
$1.07M -$21.1K -508 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.06M +$486K +11,679 +74%
WWM
32
Western Wealth Management
Colorado
$867K +$555K +13,353 +148%
SPC
33
Sigma Planning Corp
Michigan
$797K +$194K +4,674 +29%
JWCA
34
J.W. Cole Advisors
Florida
$720K +$212K +5,096 +38%
LNC
35
Lincoln National Corp
Pennsylvania
$652K +$235K +5,643 +50%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$634K +$582K +13,994 +578%
SFPG
37
Stonebridge Financial Planning Group
Florida
$582K +$626K +15,062 New
NA
38
NewEdge Advisors
Louisiana
$552K -$19.2K -461 -3%
HA
39
Herold Advisors
New York
$524K
CFD
40
Creative Financial Designs
Indiana
$489K -$2.08K -50 -0.4%
GIA
41
Gladstone Institutional Advisory
Florida
$487K -$1.79K -43 -0.3%
IAN
42
Integrated Advisors Network
Texas
$459K
JIP
43
Jaffetilchin Investment Partners
Florida
$408K +$3.54K +85 +0.8%
CAN
44
Cetera Advisor Networks
California
$387K +$3.49K +84 +0.8%
CFS
45
CRA Financial Services
New Jersey
$386K +$23K +553 +6%
ASN
46
Advisory Services Network
Georgia
$379K +$40.6K +975 +11%
BRWA
47
B. Riley Wealth Advisors
Florida
$376K -$37.6K -904 -9%
1WA
48
180 Wealth Advisors
Washington
$371K -$40.7K -978 -9%
IWC
49
Integrated Wealth Concepts
Massachusetts
$369K +$333 +8 +0.1%
AWA
50
Arkadios Wealth Advisors
Georgia
$361K -$8.32K -200 -2%