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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.4M +$9.43M +213,618 +69%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.2M +$2.35M +53,143 +13%
PAG
3
Private Advisor Group
New Jersey
$14.4M +$52.1K +1,180 +0.4%
MWM
4
Mascoma Wealth Management
New Hampshire
$13M +$3.77M +85,459 +41%
LDFR
5
Lehman & Derafelo Financial Resources
Pennsylvania
$11.2M +$906K +20,517 +9%
LPL Financial
6
LPL Financial
California
$5.81M +$1.74M +39,355 +43%
Morgan Stanley
7
Morgan Stanley
New York
$5.31M +$600K +13,578 +13%
AAS
8
Avantax Advisory Services
Texas
$4.71M +$3.98M +90,178 +572%
UBS Group
9
UBS Group
Switzerland
$4.51M +$1.49M +33,778 +50%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.3M +$319K +7,214 +8%
RJA
11
Raymond James & Associates
Florida
$4M +$360K +8,154 +10%
GP
12
Geneva Partners
Wisconsin
$3.89M -$28.7K -650 -0.7%
Lido Advisors
13
Lido Advisors
California
$3.69M +$66.6K +1,508 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.64M +$1.68M +38,066 +60%
AWS
15
Atria Wealth Solutions
New York
$3.26M +$3.24M +73,276 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.9M +$2.85M +64,632 +13,137%
CWG
17
Cornerstone Wealth Group
North Carolina
$2.76M -$120K -2,724 -4%
AAS
18
Ameritas Advisory Services
Nebraska
$2.29M +$1.01M +22,969 +81%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.16M -$36.9K -835 -2%
AIP
20
Ahrens Investment Partners
Louisiana
$2.11M -$141K -3,193 -6%
VA
21
Valmark Advisers
Ohio
$2.05M +$2.03M +45,978 New
KAS
22
Kestra Advisory Services
Texas
$1.99M +$300K +6,795 +18%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.95M +$683K +15,471 +54%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.61M +$1.6M +36,212 New
CAG
25
Csenge Advisory Group
Florida
$1.45M +$1.44M +32,594 New