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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
76
Chatham Capital Group
Georgia
$235K
Lazard Asset Management
77
Lazard Asset Management
New York
$234K
IWMPD
78
Integrated Wealth Management (Palm Desert)
California
$233K -$3.8K -130 -2%
LPIC
79
LeJeune Puetz Investment Counsel
Michigan
$226K +$225K +7,700 New
IH
80
IFC Holdings
Florida
$220K
WT
81
Whittier Trust
California
$217K
IA
82
IFP Advisors
Florida
$214K +$117 +4 +0.1%
HFS
83
Haverford Financial Services
Pennsylvania
$214K +$3.65K +125 +2%
FHA
84
Flagship Harbor Advisors
Massachusetts
$209K
PFA
85
Paradigm Financial Advisors
Missouri
$207K -$10.3K -352 -5%
GFPC
86
Global Financial Private Capital
Florida
$207K +$206K +7,047 New
CCM
87
Coldstream Capital Management
Washington
$201K +$200K +6,850 New
JP Morgan Chase
88
JP Morgan Chase
New York
$200K -$131K -4,466 -40%
BWP
89
Baldwin Wealth Partners
Massachusetts
$159K -$40.5K -1,385 -20%
SF
90
Synovus Financial
Georgia
$145K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$125K +$42.3K +1,447 +51%
Creative Planning
92
Creative Planning
Kansas
$123K +$98.7K +3,377 +413%
SEIA
93
Signature Estate & Investment Advisors
California
$117K +$117K +4,000 New
PB
94
Pinnacle Bancorp
Nebraska
$112K +$111K +3,800 New
FWM
95
Focused Wealth Management
New York
$81K
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$72K
AssetMark Inc
97
AssetMark Inc
California
$59K +$58.5K +2,000 New
PSC
98
Prentiss Smith & Co
Vermont
$43K
ASN
99
Advisory Services Network
Georgia
$38K +$37.8K +1,294 New
VCM
100
Versant Capital Management
Arizona
$28K +$292 +10 +1%