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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Cape Investment Advisory
Georgia
$24.6K +$24.3K +379 New
AssetMark Inc
102
AssetMark Inc
California
$21.1K
CA
103
Continuum Advisory
Idaho
$17.6K +$17.4K +272 New
WTA
104
Washington Trust Advisors
Massachusetts
$13K +$12.8K +200 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$12.7K +$4.87K +76 +63%
APFP
106
Action Point Financial Planning
Michigan
$10.5K +$10.4K +162 New
CFM
107
Compass Financial Management
Florida
$5.43K +$4.99K +78 New
GEA
108
Glen Eagle Advisors
New Jersey
$5.19K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$4.87K
TCM
110
Triumph Capital Management
Colorado
$3.37K
Vanguard Advisers Inc
111
Vanguard Advisers Inc
Pennsylvania
$3.01K
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$2.14K +$2.11K +33 New
RF
113
Roxbury Financial
New Jersey
$921
SEP
114
Signature Equity Partners
Ohio
$649
PAG
115
Private Advisor Group
New Jersey
-$9.95M -169,275 Closed
FTUS
116
Flow Traders U.S.
New York
-$1.28M -21,799 Closed
SFG
117
Snider Financial Group
Washington
-$263K -4,471 Closed
WP
118
WealthShield Partners
North Carolina
-$189K -3,206 Closed
AWMG
119
ADG Wealth Management Group
Louisiana
-$167K -2,835 Closed
ASN
120
Advisory Services Network
Georgia
-$80.3K -1,365 Closed
ITIM
121
Indiana Trust & Investment Management
Indiana
-$19.6K -334 Closed
PTC
122
Private Trust Company
Ohio
-$9.23K -157 Closed