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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$290K +$272K +6,614 New
AWM
52
Axxcess Wealth Management
California
$282K
PA
53
PFG Advisors
Arizona
$267K +$493 +12 +0.2%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$265K -$137K -3,326 -36%
WWM
55
Western Wealth Management
Colorado
$260K -$88.8K -2,160 -27%
1WA
56
180 Wealth Advisors
Washington
$259K -$32.1K -780 -12%
HAS
57
HBW Advisory Services
California
$243K
Goldman Sachs
58
Goldman Sachs
New York
$234K
Truist Financial
59
Truist Financial
North Carolina
$231K -$219K -5,336 -50%
IFG
60
Independent Financial Group
California
$218K -$58.7K -1,428 -22%
CA
61
CoreCap Advisors
Michigan
$217K -$37.2K -906 -16%
SPC
62
Stewart & Patten Company
California
$216K +$202K +4,922 New
WS
63
Wedbush Securities
California
$201K +$189K +4,587 New
DJSG
64
D.J. St. Germain
Massachusetts
$163K +$153K +3,713 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$150K +$699 +17 +0.5%
WP
66
WealthShield Partners
North Carolina
$141K
EW
67
Element Wealth
Mississippi
$114K +$11.4K +277 +12%
GWM
68
Geneos Wealth Management
Colorado
$70.3K -$14.4K -350 -18%
IA
69
IFP Advisors
Florida
$64.3K -$32K -778 -35%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$56K +$247 +6 +0.5%
ASN
71
Advisory Services Network
Georgia
$54.3K +$50.8K +1,236 New
CFGS
72
Concourse Financial Group Securities
Alabama
$51.8K -$30.8K -750 -39%
AF
73
Advisornet Financial
Minnesota
$44K
JP Morgan Chase
74
JP Morgan Chase
New York
$30.7K +$24.6K +599 +599%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$30K +$20.5K +500 +2%