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Fidelity High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
301
Crescent Grove Advisors
Illinois
$553K – – –
LWM
302
Liberty Wealth Management
California
$553K – – –
IAG
303
Investment Advisory Group
Massachusetts
$552K +$178 +3 +0%
IAS
304
IMA Advisory Services
Colorado
$544K +$504K +8,471 +1,513%
CFP
305
Catalyst Financial Partners
Massachusetts
$540K – – –
AFP
306
Ausdal Financial Partners
Iowa
$529K -$595 -10 -0.1%
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$526K +$95.2K +1,600 +22%
BCWM
308
Ball & Co Wealth Management
Tennessee
$523K -$1.61K -27 -0.3%
RFA
309
Rollins Financial Advisors
New York
$518K -$333K -5,598 -39%
KFP
310
KMG Fiduciary Partners
Ohio
$513K -$5.78M -97,198 -92%
CA
311
Clearstead Advisors
Ohio
$499K +$23.8K +400 +5%
AA
312
Advisory Alpha
Michigan
$496K -$5.89K -99 -1%
SMC
313
Smith, Moore & Co
Missouri
$494K +$23.7K +398 +5%
RFP
314
RCS Financial Planning
Maryland
$493K -$127K -2,130 -21%
MC
315
Moors & Cabot
Massachusetts
$493K -$2.97K -50 -0.6%
Goldman Sachs
316
Goldman Sachs
New York
$491K +$63.4K +1,066 +15%
JWM
317
JGP Wealth Management
Oregon
$485K -$19.6K -330 -4%
PFS
318
Prospera Financial Services
Texas
$484K +$106K +1,783 +29%
KP
319
Keel Point
Alabama
$484K – – –
MWM
320
Mission Wealth Management
California
$480K +$75.8K +1,275 +19%
1WA
321
180 Wealth Advisors
Washington
$471K -$5.95K -100 -1%
BMWM
322
Brown Miller Wealth Management
Virginia
$469K – – –
PAS
323
PKS Advisory Services
New York
$467K -$9.81K -165 -2%
OAS
324
Optivise Advisory Services
Tennessee
$466K +$56.3K +947 +14%
UBG
325
United Bank (Georgia)
Georgia
$462K +$101K +1,691 +28%