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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
101
Strategic Financial Concepts
Texas
$445K +$456K +17,008 New
BW
102
Bison Wealth
Georgia
$421K +$3.16K +118 +0.7%
CFB
103
Cullen/Frost Bankers
Texas
$420K +$140K +5,243 +49%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$414K +$214 +8 +0.1%
SPC
105
Sigma Planning Corp
Michigan
$408K -$804K -30,021 -66%
AWM
106
Axxcess Wealth Management
California
$399K +$2.49K +93 +0.6%
ECM
107
Exchange Capital Management
Michigan
$397K -$1.31M -49,005 -76%
AWS
108
Atria Wealth Solutions
New York
$393K +$1.02K +38 +0.3%
WT
109
Whittier Trust
California
$374K -$9.75K -364 -2%
LWM
110
Lionshead Wealth Management
New York
$374K +$383K +14,288 New
CC
111
Commons Capital
Massachusetts
$359K +$368K +13,734 New
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$354K +$63.7K +2,378 +21%
WTC
113
WhitTier Trust Company
Nevada
$352K -$37.6K -1,404 -9%
SI
114
Stephens Inc
Arkansas
$346K +$1.58K +59 +0.4%
GM
115
GeoWealth Management
Illinois
$342K -$7.81M -291,567 -96%
SFO
116
Stokes Family Office
Louisiana
$335K
HNB
117
Huntington National Bank
Ohio
$329K
NFG
118
Nations Financial Group
Iowa
$326K +$455 +17 +0.1%
PIM
119
Progressive Investment Management
Oregon
$319K +$104K +3,894 +47%
MFA
120
Millington Financial Advisors
Illinois
$316K +$51.9K +1,939 +19%
KA
121
Kovack Advisors
Florida
$312K +$62.2K +2,323 +24%
CPRC
122
Consolidated Portfolio Review Corp
New York
$309K +$12.1K +450 +4%
CW
123
CreativeOne Wealth
Kansas
$308K -$34.4K -1,286 -10%
AA
124
Ancora Advisors
Ohio
$301K
UB
125
UMB Bank
Missouri
$300K -$308K -11,484 -50%