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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$1.41M +$139K +2,271 +10%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.3M +$86K +1,407 +7%
FTUS
28
Flow Traders U.S.
New York
$1.28M -$122K -1,991 -8%
FWA
29
Flagship Wealth Advisors
Massachusetts
$1.25M +$410K +6,699 +41%
SFPG
30
Stonebridge Financial Planning Group
Florida
$1.04M -$41.1K -672 -4%
Jane Street
31
Jane Street
New York
$992K +$642K +10,500 +165%
GIA
32
Gladstone Institutional Advisory
Florida
$859K
RFP
33
RCS Financial Planning
Maryland
$810K +$843K +13,782 New
IAN
34
Integrated Advisors Network
Texas
$773K
MFN
35
Midwest Financial Network
Illinois
$746K +$776K +12,688 New
SS
36
Sunbelt Securities
Texas
$735K +$430K +7,027 +128%
JIP
37
Jaffetilchin Investment Partners
Florida
$711K -$166K -2,707 -18%
Creative Planning
38
Creative Planning
Kansas
$663K +$27.5K +449 +4%
HA
39
Herold Advisors
New York
$651K -$76.4K -1,250 -10%
BLC
40
Brown, Lisle/Cummings
Rhode Island
$632K -$13.8K -225 -2%
PS
41
Principal Securities
Iowa
$586K -$6.12K -100 -1%
PAS
42
PKS Advisory Services
New York
$560K -$19.2K -314 -3%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$553K +$36.7K +600 +7%
IWC
44
Integrated Wealth Concepts
Massachusetts
$547K +$8.32K +136 +1%
PAS
45
Park Avenue Securities
New York
$513K +$534K +8,726 New
CFCS
46
CDM Financial Counseling Services
Connecticut
$462K -$15.3K -250 -3%
MA
47
Mutual Advisors
Nebraska
$457K +$10.2K +166 +2%
AWA
48
Arkadios Wealth Advisors
Georgia
$455K +$2.32K +38 +0.5%
BBL
49
Beck Bode LLC
Massachusetts
$454K -$78.9K -1,290 -14%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$436K -$32.2K -527 -7%