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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
126
Garden State Investment Advisory Services
New Jersey
$233K
SWA
127
Sax Wealth Advisors
New Jersey
$227K
SWP
128
Summit Wealth Partners
Florida
$224K
WC
129
Waterloo Capital
Texas
$217K +$215K +8,085 New
HWA
130
HCR Wealth Advisors
California
$216K
LNC
131
Lincoln National Corp
Pennsylvania
$216K +$586 +22 +0.3%
Lazard Asset Management
132
Lazard Asset Management
New York
$215K
DK
133
David Kennon
Florida
$209K +$206K +7,758 New
William Blair & Company
134
William Blair & Company
Illinois
$199K +$11K +414 +6%
BWM
135
BerganKDV Wealth Management
Minnesota
$122K
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$121K +$120K +4,494 New
BAAM
137
Baker Avenue Asset Management
California
$118K -$1.07M -40,247 -90%
PTC
138
Private Trust Company
Ohio
$113K -$1.68K -63 -1%
FPFS
139
First Personal Financial Services
North Carolina
$113K
US Bancorp
140
US Bancorp
Minnesota
$105K
UB
141
UMB Bank
Missouri
$103K +$70.6K +2,653 +228%
ACA
142
Aptus Capital Advisors
Alabama
$95.3K +$94.3K +3,544 New
SPIA
143
Steward Partners Investment Advisory
New York
$86K -$37.2K -1,396 -30%
ACA
144
Atlas Capital Advisors
Wyoming
$84.2K +$8.44K +317 +11%
IA
145
IFP Advisors
Florida
$81.9K -$147K -5,542 -67%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$77.7K
OIA
147
Optimum Investment Advisors
Illinois
$69.3K
BAM
148
Belpointe Asset Management
Nevada
$68.9K -$53 -2 -0.1%
SWM
149
Spire Wealth Management
Virginia
$66.6K +$6.89K +259 +12%
VC
150
Vestor Capital
Illinois
$58K