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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$402K +$418K +6,843 New
LWM
52
LJI Wealth Management
Indiana
$393K
SPC
53
Sigma Planning Corp
Michigan
$377K -$734 -12 -0.2%
AWM
54
Axxcess Wealth Management
California
$373K
FFA
55
Farther Finance Advisors
California
$332K +$45.7K +747 +15%
NGA
56
Naples Global Advisors
Florida
$327K
Goldman Sachs
57
Goldman Sachs
New York
$316K
IFG
58
Independent Financial Group
California
$314K +$1.04K +17 +0.3%
EH
59
Equitable Holdings
New York
$296K +$74.3K +1,215 +33%
CA
60
CoreCap Advisors
Michigan
$293K +$23.1K +378 +8%
FTS
61
Fifth Third Securities
Ohio
$279K -$63.5K -1,039 -18%
SFG
62
Snider Financial Group
Washington
$263K -$108K -1,774 -28%
MWM
63
Mascoma Wealth Management
New Hampshire
$262K +$795 +13 +0.3%
CAG
64
Csenge Advisory Group
Florida
$260K +$1.53K +25 +0.6%
HAS
65
HBW Advisory Services
California
$255K -$9.17K -150 -3%
AAP
66
Arax Advisory Partners
Colorado
$255K -$717K -11,731 -73%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$250K +$1.53K +25 +0.6%
PFA
68
Perryman Financial Advisory
Texas
$232K -$50.4K -824 -17%
NL
69
NWAM LLC
Washington
$229K -$6.73K -110 -3%
SWP
70
ShoreHaven Wealth Partners
New Jersey
$223K -$7.16K -117 -3%
MWS
71
MFA Wealth Services
California
$222K +$183 +3 +0.1%
DJSG
72
D.J. St. Germain
Massachusetts
$218K
WWM
73
Western Wealth Management
Colorado
$217K +$226K +3,688 New
LC
74
Landaas & Company
Wisconsin
$215K
CFB
75
Cullen/Frost Bankers
Texas
$191K -$10.8K -177 -5%