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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
26
Summit X LLC
Missouri
$1.09M -$93.7K -1,888 -8%
MML Investors Services
27
MML Investors Services
Massachusetts
$993K -$70K -1,409 -7%
SFPG
28
Stonebridge Financial Planning Group
Florida
$985K -$745 -15 -0.1%
GIA
29
Gladstone Institutional Advisory
Florida
$813K +$50 +1 +0%
IAN
30
Integrated Advisors Network
Texas
$685K
HA
31
Herold Advisors
New York
$634K
Stifel Financial
32
Stifel Financial
Missouri
$625K +$42.1K +847 +7%
LWM
33
LJI Wealth Management
Indiana
$594K +$348 +7 +0.1%
AAS
34
Avantax Advisory Services
Texas
$565K +$56.5K +1,138 +12%
JIP
35
Jaffetilchin Investment Partners
Florida
$554K +$2.93K +59 +0.6%
PS
36
Principal Securities
Iowa
$529K +$9.63K +194 +2%
MWM
37
Mascoma Wealth Management
New Hampshire
$522K -$182K -3,662 -27%
JWCA
38
J.W. Cole Advisors
Florida
$513K -$11.5K -232 -2%
IWC
39
Integrated Wealth Concepts
Massachusetts
$482K -$24.4K -491 -5%
AWA
40
Arkadios Wealth Advisors
Georgia
$465K -$199 -4 -0%
BLC
41
Brown, Lisle/Cummings
Rhode Island
$448K -$4.97K -100 -1%
SS
42
Sunbelt Securities
Texas
$411K
AA
43
Axiom Advisory
California
$363K +$7.65K +154 +2%
SPC
44
Sigma Planning Corp
Michigan
$348K +$397 +8 +0.1%
AWM
45
Axxcess Wealth Management
California
$329K
LC
46
Landaas & Company
Wisconsin
$312K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$304K
CFD
48
Creative Financial Designs
Indiana
$296K +$22.3K +450 +9%
Truist Financial
49
Truist Financial
North Carolina
$292K +$2.38K +48 +0.9%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$286K +$1.39K +28 +0.5%