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Fidelity High Dividend ETF
FDVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
151
Precedent Wealth Partners
Texas
$1.35M -$16K -326 -1%
CFB
152
Cullen/Frost Bankers
Texas
$1.33M +$28K +569 +2%
SWM
153
Silverlake Wealth Management
Vermont
$1.3M +$1.23M +25,076 New
TA
154
TruWealth Advisors
Louisiana
$1.29M +$426K +8,664 +54%
CAGAS
155
Capital Advisory Group Advisory Services
Minnesota
$1.27M -$14.3K -290 -1%
FIA
156
Foundations Investment Advisors
Arizona
$1.24M +$300K +6,102 +34%
PWM
157
Perigon Wealth Management
California
$1.22M -$23.5K -478 -2%
OWA
158
Octavia Wealth Advisors
Ohio
$1.22M -$70.5K -1,433 -6%
CMI
159
Clare Market Investments
Texas
$1.21M – – –
PWP
160
Private Wealth Partners
California
$1.19M – – –
CPC
161
Consolidated Planning Corp
Georgia
$1.19M -$15.5K -316 -1%
PPWM
162
Paragon Private Wealth Management
Kentucky
$1.18M +$292K +5,945 +36%
CW
163
Code Waechter
Florida
$1.14M – – –
OFS
164
OneAscent Financial Services
Alabama
$1.14M -$579K -11,769 -35%
EFL
165
ERn Financial LLC
Wisconsin
$1.13M +$1.07M +21,760 New
JWCA
166
J.W. Cole Advisors
Florida
$1.13M +$91K +1,850 +9%
GIA
167
Gladstone Institutional Advisory
Florida
$1.12M -$71.4K -1,451 -6%
SIA
168
Soltis Investment Advisors
Utah
$1.12M +$17.7K +359 +2%
MWA
169
Medallion Wealth Advisors
Connecticut
$1.11M +$1.04M +21,236 New
CWAF
170
Core Wealth Advisors (Florida)
Florida
$1.11M +$91.1K +1,852 +10%
SXL
171
Summit X LLC
Missouri
$1.08M +$1.03M +20,853 New
NIWA
172
New Insight Wealth Advisors
California
$1.07M +$1.01M +20,598 New
SC
173
Sapient Capital
Indiana
$1.05M +$990K +20,126 New
SFS
174
Sowell Financial Services
Arkansas
$1.04M +$207K +4,214 +27%
WA
175
Waverly Advisors
Alabama
$990K +$51.9K +1,055 +6%
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