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Fidelity S&P 500 Dividend Aristocrats ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 154,675 | $7.55M | $7.82M | $269,539.1 | 3.57% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,603 | $178,474.86 | $182,113.63 | $3,638.77 | 2.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 194,480 | $9.96M | $9.81M | -$151,729.06 | -1.52% |
| RC Robert Chess L.M. Kohn & Company | 4,340 | $220,101.33 | $219,365.3 | -$736.03 | -0.33% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,860 | $582,839.8 | $598,396.3 | $15,556.5 | 2.67% |
 Kyle P. Smith NewEdge Wealth LLC | 57,700 | $2.87M | $2.91M | $45,543.5 | 1.59% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,200 | $550,480 | $564,984 | $14,504 | 2.63% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 21,742 | $1.18M | $1.1M | -$88,163.81 | -7.44% |
 Larry Herold Herold Advisors Inc. | 11,471 | $593,397.93 | $578,425.17 | -$14,972.76 | -2.52% |
| AB Andrew Blass Atlantic Private Wealth LLC | 500 | $27,240 | $25,212.5 | -$2,027.5 | -7.44% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 7,705 | $393,747.51 | $388,486.1 | -$5,261.41 | -1.34% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,237 | $962,522.87 | $967,140.17 | $4,617.3 | 0.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 29,124 | $1.49M | $1.46M | -$25,434.33 | -1.71% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 19,207 | $957,490.37 | $965,631.92 | $8,141.55 | 0.85% |
| CB Catherine Bluvol Next Level Private LLC | 87,246 | $4.33M | $4.39M | $56,276.18 | 1.3% |
| MWM Marion Wealth Management Marion Wealth Management | 10,192 | $522,124.62 | $512,759.52 | -$9,365.1 | -1.79% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 137,114 | $7.16M | $6.92M | -$241,350.15 | -3.37% |
 Marc H. Stone Tyler-Stone Wealth Management | 32,911 | $1.74M | $1.68M | -$60,686.46 | -3.49% |
 Michael Byun SageView Advisory Group LLC | 4,940 | $269,132.32 | $252,321.86 | -$16,810.46 | -6.25% |
 Daniel Bennett APS Management Group Inc. | 17,094 | $841,738.99 | $876,152.97 | $34,413.98 | 4.09% |
