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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
126
Laurel Wealth Advisors (California)
California
$400K -$19.5K -590 -5%
HWA
127
HCR Wealth Advisors
California
$397K -$35.2K -1,065 -8%
PIM
128
Progressive Investment Management
Oregon
$382K +$8.85K +268 +2%
SWA
129
Sax Wealth Advisors
New Jersey
$367K -$7.92K -240 -2%
KWA
130
KCS Wealth Advisory
California
$360K +$42.2K +1,280 +13%
Goldman Sachs
131
Goldman Sachs
New York
$357K +$23.4K +709 +7%
SI
132
Stephens Inc
Arkansas
$337K +$337K +10,212 New
SW
133
Simplicity Wealth
New Jersey
$334K +$334K +10,123 New
NA
134
Nottingham Advisors
New York
$326K +$326K +9,885 New
Citigroup
135
Citigroup
New York
$304K -$127K -3,861 -29%
SWP
136
Summit Wealth Partners
Florida
$270K
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$266K
WS
138
Wedbush Securities
California
$266K -$27.2K -823 -9%
Lazard Asset Management
139
Lazard Asset Management
New York
$263K
LNC
140
Lincoln National Corp
Pennsylvania
$259K +$495 +15 +0.2%
BFO
141
Biltmore Family Office
North Carolina
$251K -$136K -4,122 -35%
WB
142
WesBanco Bank
West Virginia
$247K
CWM
143
Concentric Wealth Management
California
$241K -$26.4K -800 -10%
MOS
144
MGO One Seven
Ohio
$233K -$4.03K -122 -2%
TNBTD
145
Trustmark National Bank Trust Department
Mississippi
$231K
HIS
146
Harvest Investment Services
Illinois
$225K -$388K -11,763 -63%
William Blair & Company
147
William Blair & Company
Illinois
$224K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$220K -$86K -2,607 -28%
PBF
149
Petix & Botte Financial
California
$213K -$598K -18,107 -74%
PAS
150
Park Avenue Securities
New York
$212K +$213K +6,447 New