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FMUB

Fidelity Municipal Bond Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$60.4M +$8.82M +172,394 +17%
WAAG
2
Wealth Alliance Advisory Group
Kansas
$14.4M +$14.6M +284,394 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.12M +$694K +13,551 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.15M +$2.02M +39,463 +92%
CRW
5
Clarity Retirement & Wealth
Massachusetts
$3.39M +$3.42M +66,904 New
CIA
6
Concurrent Investment Advisors
Florida
$3.02M +$2.2M +42,985 +257%
AIM
7
Advyzon Investment Management
Illinois
$2.61M +$2.64M +51,631 New
HCM
8
Hicks Capital Management
Ohio
$1.67M +$1.16M +22,699 +218%
AWE
9
Avidian Wealth Enterprises
Texas
$1.43M -$138K -2,700 -9%
ASN
10
Advisory Services Network
Georgia
$1.32M +$149K +2,916 +13%
Jane Street
11
Jane Street
New York
$1.03M -$109K -2,120 -9%
LWMNY
12
Landmark Wealth Management (New York)
New York
$1.03M +$387K +7,569 +60%
ACA
13
Aptus Capital Advisors
Alabama
$899K +$10.1K +198 +1%
LPL Financial
14
LPL Financial
California
$765K +$774K +15,125 New
Osaic Holdings
15
Osaic Holdings
Arizona
$716K -$40.5K -791 -5%
IAA
16
Independent Advisor Alliance
North Carolina
$702K +$711K +13,882 New
KAS
17
Kestra Advisory Services
Texas
$677K +$189K +3,700 +38%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$641K +$160K +3,123 +33%
IWM
19
IHT Wealth Management
Illinois
$613K +$291K +5,680 +88%
PA
20
PFG Advisors
Arizona
$522K +$528K +10,314 New
SFA
21
Sequoia Financial Advisors
Ohio
$314K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$273K +$276K +5,392 New
FTS
23
Fifth Third Securities
Ohio
$252K -$126K -2,457 -33%
SPC
24
Sigma Planning Corp
Michigan
$241K -$20.1K -393 -8%
IA
25
Inspire Advisors
Idaho
$215K +$217K +4,241 New