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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$199K
CAM
102
Caprin Asset Management
Virginia
$198K -$60.2K -1,891 -24%
IA
103
IFP Advisors
Florida
$193K -$8.76K -275 -4%
FNBOSM
104
First National Bank of South Miami
Florida
$188K
RCM
105
Robinson Capital Management
Michigan
$184K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$184K
SFS
107
Sowell Financial Services
Arkansas
$183K +$15.9K +499 +10%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$172K
RWB
109
RMR Wealth Builders
New Jersey
$172K +$166K +5,212 New
BWP
110
Baldwin Wealth Partners
Massachusetts
$166K
GEA
111
Glen Eagle Advisors
New Jersey
$146K +$96 +3 +0.1%
CFGS
112
Concourse Financial Group Securities
Alabama
$143K +$988 +31 +0.7%
US Bancorp
113
US Bancorp
Minnesota
$135K -$39.8K -1,248 -23%
GWM
114
Geneos Wealth Management
Colorado
$132K
PB
115
Pinnacle Bancorp
Nebraska
$125K
WCG
116
Weaver Consulting Group
California
$113K
CFA
117
Carroll Financial Associates
North Carolina
$88K
FHA
118
First Horizon Advisors
Tennessee
$79K +$223 +7 +0.3%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$76K
RIM
120
Rockbridge Investment Management
New York
$75K +$73K +2,290 New
TAM
121
Townsend Asset Management
North Carolina
$60K +$57.8K +1,815 New
WAM
122
Wolverine Asset Management
Illinois
$54K -$53.2K -1,670 -50%
LWM
123
Liberty Wealth Management
California
$54K -$8.73K -274 -14%
SPIA
124
Steward Partners Investment Advisory
New York
$49K
JP Morgan Chase
125
JP Morgan Chase
New York
$49K +$47.8K +1,500 New