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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.2M +$4.56M +104,462 +33%
PAG
2
Private Advisor Group
New Jersey
$14.6M -$12.4M -283,985 -47%
Bank of America
3
Bank of America
North Carolina
$14.1M +$167K +3,822 +1%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$10.5M +$1.22M +27,847 +14%
MWM
5
Mascoma Wealth Management
New Hampshire
$9.38M +$976K +22,350 +12%
Morgan Stanley
6
Morgan Stanley
New York
$4.79M -$185K -4,241 -4%
LPL Financial
7
LPL Financial
California
$4.13M -$438K -10,016 -10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.05M +$295K +6,741 +8%
GP
9
Geneva Partners
Wisconsin
$4M -$50K -1,144 -1%
RJA
10
Raymond James & Associates
Florida
$3.7M +$2.58M +59,100 +263%
Lido Advisors
11
Lido Advisors
California
$3.69M +$125K +2,853 +4%
UBS Group
12
UBS Group
Switzerland
$3.06M +$32.6K +747 +1%
CWG
13
Cornerstone Wealth Group
North Carolina
$2.93M +$565K +12,921 +25%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.9M +$51.8K +1,185 +2%
AIP
15
Ahrens Investment Partners
Louisiana
$2.3M -$80.7K -1,846 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.24M +$274K +6,269 +15%
KAS
17
Kestra Advisory Services
Texas
$1.72M +$133K +3,049 +9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.29M +$48.2K +1,104 +4%
AAS
19
Ameritas Advisory Services
Nebraska
$1.29M +$1.24M +28,400 New
CW
20
CreativeOne Wealth
Kansas
$1.15M +$1.1M +25,233 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.09M -$2.03M -46,523 -66%
PWA
22
Primoris Wealth Advisors
Florida
$1.06M +$990K +22,651 New
AAS
23
Avantax Advisory Services
Texas
$715K +$196K +4,484 +40%
NA
24
NewEdge Advisors
Louisiana
$686K +$660K +15,114 New
SPC
25
Sigma Planning Corp
Michigan
$684K +$141K +3,229 +27%