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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
126
Institute for Wealth Management
Colorado
$35K +$35.5K +1,110 New
VCM
127
Versant Capital Management
Arizona
$32K – – –
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
BlackRock
129
BlackRock
New York
$18K +$16K +501 +659%
AF
130
Advisornet Financial
Minnesota
$17K – – –
MF
131
Manchester Financial
California
$16K +$16K +500 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$15K -$17.2K -537 -54%
CFG
133
Citizens Financial Group
Rhode Island
$14K – – –
AIC
134
Archer Investment Corporation
Indiana
$13K – – –
JCM
135
Jacobi Capital Management
Pennsylvania
$13K – – –
ClearBridge Investments
136
ClearBridge Investments
New York
$11K – – –
ACM
137
Allred Capital Management
Texas
$11K +$11.1K +347 New
PA
138
Parallel Advisors
California
$9K +$96 +3 +1%
AA
139
AlphaMark Advisors
Kentucky
$6K – – –
AF
140
Allworth Financial
California
$6K +$6.08K +190 New
PA
141
PSI Advisors
Florida
$6K +$6.43K +201 New
AAM
142
Advisors Asset Management
Colorado
$4.34K – – –
LFG
143
LifePlan Financial Group
Ohio
$3K – – –
JFA
144
JNBA Financial Advisors
Minnesota
$3K +$2.53K +79 New
TCWM
145
Total Clarity Wealth Management
Illinois
$2K +$2.4K +75 New
Citadel Advisors
146
Citadel Advisors
Florida
– -$2.46M -75,957 Closed
AWM
147
AE Wealth Management
Kansas
– -$2.21M -68,312 Closed
SS
148
Simplicity Solutions
Minnesota
– -$2.2M -67,845 Closed
ACA
149
Atlas Capital Advisors
Wyoming
– -$2.12M -65,447 Closed
Renaissance Technologies
150
Renaissance Technologies
New York
– -$1.49M -46,100 Closed