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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
TriaGen Wealth Management
California
$1.03M +$1.02M +30,728 New
CW
77
CreativeOne Wealth
Kansas
$1.02M +$1.01M +30,504 New
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$971K -$34K -1,026 -3%
SIC
79
Samalin Investment Counsel
New York
$965K +$114K +3,434 +14%
WA
80
Winfield Associates
Ohio
$941K -$43.1K -1,300 -4%
VVP
81
Venture Visionary Partners
Ohio
$920K +$910K +27,487 New
DAS
82
Dynamic Advisor Solutions
Arizona
$914K +$102K +3,065 +13%
Stifel Financial
83
Stifel Financial
Missouri
$908K +$897K +27,095 New
FUBT
84
First United Bank & Trust
Maryland
$894K +$884K +26,690 New
RHBC
85
R.H. Bluestein & Co
Michigan
$854K +$161K +4,860 +24%
UAS
86
United Asset Strategies
New York
$852K +$485K +14,650 +136%
BFO
87
Biltmore Family Office
North Carolina
$840K +$831K +25,080 New
Renaissance Technologies
88
Renaissance Technologies
New York
$838K +$202K +6,109 +32%
ACA
89
Anchor Capital Advisors
Massachusetts
$814K -$102K -3,065 -11%
MCC
90
Money Concepts Capital
Florida
$783K +$774K +23,368 New
FF
91
Fluent Financial
Texas
$757K +$749K +22,605 New
SPIA
92
Steward Partners Investment Advisory
New York
$687K +$282K +8,499 +71%
FHA
93
Flagship Harbor Advisors
Massachusetts
$686K +$120K +3,617 +21%
FTUS
94
Flow Traders U.S.
New York
$685K +$455K +13,726 +204%
Citigroup
95
Citigroup
New York
$612K -$2.1M -63,418 -78%
CWM
96
Concentric Wealth Management
California
$578K -$33.1K -1,000 -5%
MIAN
97
Mariner Independent Advisor Network
Kansas
$556K +$89.4K +2,700 +19%
OC
98
Oppenheimer & Co
New York
$493K +$1.09K +33 +0.2%
APA
99
American Portfolios Advisors
New York
$487K +$8.08K +244 +2%
LWAC
100
Laurel Wealth Advisors (California)
California
$458K -$3.78K -114 -0.8%