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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$21.9M +$915K +30,592 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M -$78K -2,606 -0.6%
AIP
3
Ahrens Investment Partners
Louisiana
$9.74M +$293K +9,799 +3%
Bank of America
4
Bank of America
North Carolina
$6.33M +$3.28M +109,508 +113%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.07M +$2.96M +98,845 +149%
MWM
6
Mascoma Wealth Management
New Hampshire
$2.98M -$117K -3,905 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.68M +$277K +9,265 +20%
1WA
8
180 Wealth Advisors
Washington
$1.61M +$1.57M +52,478 New
LPL Financial
9
LPL Financial
California
$1.54M +$29.6K +988 +2%
Lido Advisors
10
Lido Advisors
California
$588K +$11.5K +384 +2%
KSA
11
Ken Stern & Associates
California
$485K -$90 -3 -0%
BTS
12
BB&T Securities
Virginia
$331K +$324K +10,824 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$280K +$190K +6,359 +228%
DWM
14
Darwin Wealth Management
Florida
$258K +$252K +8,425 New
SPC
15
Sigma Planning Corp
Michigan
$254K +$248K +8,274 New
APA
16
American Portfolios Advisors
New York
$208K +$203K +6,788 New
AI
17
Atria Investments
North Carolina
$204K +$199K +6,649 New
UBS Group
18
UBS Group
Switzerland
$45K +$13.6K +455 +46%
AG
19
Advisor Group
Arizona
$41K
CFD
20
Creative Financial Designs
Indiana
$21K
FAAS
21
First Allied Advisory Services
California
$21K +$20.2K +676 New
AIS
22
Accurate Investment Solutions
Pennsylvania
$17K +$479 +16 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +500 New
Morgan Stanley
24
Morgan Stanley
New York
$6K
ASN
25
Advisory Services Network
Georgia
$6K +$60 +2 +1%