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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.05M -$245K -5,869 -18%
AAS
27
Avantax Advisory Services
Texas
$981K -$2.05M -49,156 -67%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$893K -$202K -4,846 -18%
SXL
29
Summit X LLC
Missouri
$833K -$72.6K -1,743 -8%
LNC
30
Lincoln National Corp
Pennsylvania
$797K -$17.2K -412 -2%
SFPG
31
Stonebridge Financial Planning Group
Florida
$748K -$35.5K -851 -4%
JWCA
32
J.W. Cole Advisors
Florida
$668K -$2.88K -69 -0.4%
GIA
33
Gladstone Institutional Advisory
Florida
$660K +$111K +2,662 +19%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$641K
IAN
35
Integrated Advisors Network
Texas
$529K +$4.17K +100 +0.8%
LWM
36
LJI Wealth Management
Indiana
$509K -$13.3K -320 -2%
HA
37
Herold Advisors
New York
$490K
AWA
38
Arkadios Wealth Advisors
Georgia
$488K +$115K +2,755 +29%
CFD
39
Creative Financial Designs
Indiana
$460K +$1.75K +42 +0.4%
JIP
40
Jaffetilchin Investment Partners
Florida
$425K +$375 +9 +0.1%
Truist Financial
41
Truist Financial
North Carolina
$421K +$210K +5,040 +91%
MAM
42
MWA Asset Management
Massachusetts
$407K +$427K +10,243 New
Stifel Financial
43
Stifel Financial
Missouri
$400K +$50.3K +1,206 +14%
IWC
44
Integrated Wealth Concepts
Massachusetts
$391K +$292 +7 +0.1%
PWA
45
Primoris Wealth Advisors
Florida
$387K -$81.2K -1,948 -17%
SPC
46
Sigma Planning Corp
Michigan
$384K -$26.1K -626 -6%
CAN
47
Cetera Advisor Networks
California
$381K -$33.1K -794 -8%
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$372K +$4.38K +105 +1%
TCM
49
Triumph Capital Management
Colorado
$357K +$38.6K +927 +12%
CFS
50
CRA Financial Services
New Jersey
$330K -$18.7K -448 -5%