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Fidelity S&P 500 Dividend Aristocrats ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Andrew Blass Atlantic Private Wealth LLC | 500 | $27,240 | $25,177.5 | -$2,062.5 | -7.57% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 7,272 | $370,491.08 | $367,054.2 | -$3,436.88 | -0.93% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 57,453 | $2.89M | $2.89M | -$7,428.48 | -0.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 28,859 | $1.47M | $1.43M | -$40,364.16 | -2.74% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 19,662 | $980,467.87 | $995,093.82 | $14,625.95 | 1.49% |
| CB Catherine Bluvol Next Level Private LLC | 87,246 | $4.33M | $4.41M | $75,470.3 | 1.74% |
| MWM Marion Wealth Management Marion Wealth Management | 10,454 | $535,355.62 | $529,286.02 | -$6,069.6 | -1.13% |
 Timothy R. Guthrie Bullseye Investment Management LLC | 652 | $32,939.04 | $32,821.75 | -$117.29 | -0.36% |
 Marc H. Stone Tyler-Stone Wealth Management | 32,911 | $1.74M | $1.66M | -$83,395.05 | -4.79% |
 Daniel Bennett APS Management Group Inc. | 12,692 | $624,668.35 | $640,057.56 | $15,389.21 | 2.46% |
 Timothy Gerlach Novem Group | 12,201 | $609,366.5 | $614,015.32 | $4,648.82 | 0.76% |
 Amanda Hawley Atria Wealth Solutions Inc. | 128,506 | $6.73M | $6.46M | -$274,431.63 | -4.08% |
 Jeffrey Gilbert Balboa Wealth Partners | 9,935 | $487,936.61 | $499,233.75 | $11,297.14 | 2.32% |
 Nolan Baker Retirement Guys Formula LLC | 80,287 | $4.02M | $4.06M | $49,226.27 | 1.23% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,014 | $49,827.98 | $50,968.71 | $1,140.73 | 2.29% |
 Loni Adams Daymark Wealth Partners LLC | 22,866 | $1.16M | $1.15M | -$10,222.55 | -0.88% |
 Jessica Thayer Unique Wealth LLC | 13,735 | $737,707.96 | $693,617.5 | -$44,090.46 | -5.98% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 4,162 | $200,358.68 | $208,890.78 | $8,532.1 | 4.26% |
 Walter J. West Milestone Asset Management LLC | 108,800 | $5.69M | $5.47M | -$224,782.76 | -3.95% |
 Helen Semus Semus Wealth Partners LLC | 7,798 | $411,398.32 | $391,459.6 | -$19,938.72 | -4.85% |
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