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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$315K +$36.3K +691 +13%
CFD
52
Creative Financial Designs
Indiana
$311K +$16.7K +319 +6%
LC
53
Landaas & Company
Wisconsin
$311K
Truist Financial
54
Truist Financial
North Carolina
$290K -$1.42K -27 -0.5%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$274K -$11.2K -213 -4%
Goldman Sachs
56
Goldman Sachs
New York
$274K
IFG
57
Independent Financial Group
California
$261K +$1.94K +37 +0.7%
PSCM
58
Per Stirling Capital Management
Texas
$256K
CA
59
CoreCap Advisors
Michigan
$255K -$3.25K -62 -1%
HAS
60
HBW Advisory Services
California
$250K -$13.1K -250 -5%
MWS
61
MFA Wealth Services
California
$246K +$252K +4,795 New
NLWP
62
Next Level Wealth Planning
Idaho
$228K +$233K +4,445 New
CAG
63
Csenge Advisory Group
Florida
$226K +$1.99K +38 +0.9%
DJSG
64
D.J. St. Germain
Massachusetts
$191K
WP
65
WealthShield Partners
North Carolina
$165K
EW
66
Element Wealth
Mississippi
$134K
MA
67
Montag & Associates
Georgia
$94.5K
DWM
68
Darwin Wealth Management
Florida
$88.4K +$682 +13 +0.8%
GWM
69
Geneos Wealth Management
Colorado
$82.2K
AF
70
Allworth Financial
California
$81.1K
IA
71
IFP Advisors
Florida
$79.7K +$3.46K +66 +4%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$79K -$60.3K -1,149 -43%
AF
73
Advisornet Financial
Minnesota
$75.2K +$24.2K +461 +46%
LFG
74
Larson Financial Group
Missouri
$64.2K
Wells Fargo
75
Wells Fargo
California
$60K +$52.1K +993 +571%