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Fidelity S&P 500 Dividend Aristocrats ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 10,429 | $583,867.12 | $527,498.82 | -$56,368.3 | -9.65% |
| TG Timothy Gerlach Novem Group | 9,291 | $462,410.19 | $474,559.19 | $12,149 | 2.63% |
 Amanda Hawley Atria Wealth Solutions Inc. | 128,506 | $6.73M | $6.56M | -$169,056.71 | -2.51% |
 Jeffrey Gilbert Balboa Wealth Partners | 10,268 | $504,286.91 | $523,924.7 | $19,637.79 | 3.89% |
| NB Nolan Baker Retirement Guys Formula LLC | 75,392 | $3.77M | $3.85M | $78,369.76 | 2.08% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,093 | $53,710.83 | $55,710.21 | $1,999.38 | 3.72% |
 Loni Adams Daymark Wealth Partners LLC | 23,013 | $1.17M | $1.18M | $8,964.91 | 0.77% |
 Jessica Thayer Unique Wealth LLC | 16,729 | $898,515.95 | $854,182.74 | -$44,333.21 | -4.93% |
 Crystal McKeon TSA Wealth Managment LLC | 4,875 | $237,461 | $249,624.37 | $12,163.37 | 5.12% |
| WJW Walter J. West Milestone Asset Management LLC | 98,779 | $5.19M | $5M | -$194,826.5 | -3.75% |
| HS Helen Semus Semus Wealth Partners LLC | 8,434 | $444,266.15 | $431,862.97 | -$12,403.18 | -2.79% |
| NH Nathaniel Holden Core Wealth Partners LLC | 14,405 | $735,042.35 | $735,519.31 | $476.96 | 0.06% |
| SM Sarah Moore BOS Asset Management LLC | 6,027 | $306,469.75 | $308,913.88 | $2,444.13 | 0.8% |
 Jill Batley Gateway Wealth Partners LLC | 99,814 | $4.89M | $5.11M | $224,477.02 | 4.59% |
| IL Ian Laterreur Ergawealth Advisors Inc. | 11,390 | $592,756.65 | $582,826.3 | -$9,930.35 | -1.68% |
| PIL PFG Investments LLC PFG Investments LLC | 12,117 | $595,551 | $620,450.98 | $24,899.98 | 4.18% |
 Andy Warning Resolute Wealth Strategies LLC | 30,354 | $1.52M | $1.55M | $29,164.3 | 1.91% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 29,252 | $1.54M | $1.5M | -$42,662.76 | -2.77% |
 Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,133 | $203,137.26 | $211,630.26 | $8,493 | 4.18% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,878 | $731,553.65 | $761,604.82 | $30,051.17 | 4.11% |
