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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
$986K -$177K -3,372 -15%
SFPG
27
Stonebridge Financial Planning Group
Florida
$910K -$74.5K -1,421 -7%
GIA
28
Gladstone Institutional Advisory
Florida
$848K +$37.5K +714 +5%
SC
29
Sykon Capital
New York
$695K +$710K +13,528 New
IAN
30
Integrated Advisors Network
Texas
$683K
Stifel Financial
31
Stifel Financial
Missouri
$641K +$17.6K +335 +3%
HA
32
Herold Advisors
New York
$633K
PAS
33
PKS Advisory Services
New York
$555K +$567K +10,808 New
JIP
34
Jaffetilchin Investment Partners
Florida
$542K -$10.9K -207 -2%
BLC
35
Brown, Lisle/Cummings
Rhode Island
$534K +$89.2K +1,700 +20%
PS
36
Principal Securities
Iowa
$525K -$3.41K -65 -0.6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$481K +$472 +9 +0.1%
AAS
38
Avantax Advisory Services
Texas
$471K -$95K -1,811 -16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$442K +$142K +2,699 +46%
SPC
40
Sigma Planning Corp
Michigan
$430K +$84.3K +1,607 +24%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$424K +$433K +8,249 New
SS
42
Sunbelt Securities
Texas
$412K
LWM
43
LJI Wealth Management
Indiana
$401K -$196K -3,739 -32%
MWM
44
Mascoma Wealth Management
New Hampshire
$395K -$128K -2,441 -24%
AWA
45
Arkadios Wealth Advisors
Georgia
$365K -$102K -1,944 -22%
JWCA
46
J.W. Cole Advisors
Florida
$360K -$155K -2,953 -30%
SFG
47
Snider Financial Group
Washington
$356K +$364K +6,932 New
CFB
48
Cullen/Frost Bankers
Texas
$344K +$177K +3,380 +102%
Jane Street
49
Jane Street
New York
$329K -$1.75M -33,365 -84%
AWM
50
Axxcess Wealth Management
California
$328K