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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthShield Partners
North Carolina
$189K
AWMG
77
ADG Wealth Management Group
Louisiana
$167K +$173K +2,835 New
LFG
78
Larson Financial Group
Missouri
$165K +$2.94K +48 +2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$140K +$22K +360 +18%
HI
80
Harbour Investments
Wisconsin
$126K +$98.9K +1,618 +306%
KFP
81
Kerr Financial Planning
California
$116K +$734 +12 +0.7%
Wells Fargo
82
Wells Fargo
California
$114K +$51.1K +836 +76%
DWM
83
Darwin Wealth Management
Florida
$104K +$612 +10 +0.6%
AF
84
Allworth Financial
California
$97.8K +$6.48K +106 +7%
IA
85
IFP Advisors
Florida
$97.1K +$428 +7 +0.4%
AF
86
Advisornet Financial
Minnesota
$86.9K +$183 +3 +0.2%
CI
87
CX Institutional
Indiana
$83K +$245 +4 +0.3%
ASN
88
Advisory Services Network
Georgia
$80.3K +$83.5K +1,365 New
MS
89
Monetary Solutions
Ohio
$70K
SWM
90
SHP Wealth Management
Massachusetts
$58.8K
CPG
91
Cornerstone Planning Group
New Jersey
$55.9K +$3.85K +63 +8%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$53K +$55.1K +901 New
GWM
93
Geneos Wealth Management
Colorado
$47K
AWM
94
AE Wealth Management
Kansas
$27.5K
CTA
95
Colonial Trust Advisors
South Carolina
$26.5K
BFP
96
Birchwood Financial Partners
Minnesota
$25.4K +$183 +3 +0.7%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$24.5K
GI
98
GAMMA Investing
California
$23.7K
ITIM
99
Indiana Trust & Investment Management
Indiana
$19.6K +$20.4K +334 New
TPWA
100
Twin Peaks Wealth Advisors
California
$19.6K +$20.4K +333 New