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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$76K
OIM
152
Oder Investment Management
California
$71K +$70K +2,112 New
TAM
153
Townsend Asset Management
North Carolina
$61K
JP Morgan Chase
154
JP Morgan Chase
New York
$57K +$6.63K +200 +13%
LWM
155
Liberty Wealth Management
California
$55K +$199 +6 +0.4%
VC
156
Vestor Capital
Illinois
$44K +$43.7K +1,318 New
CTC
157
Central Trust Company
Missouri
$42K
FRA
158
Front Row Advisors
California
$40K
NFG
159
Next Financial Group
Texas
$39K -$97.2K -2,933 -72%
CT
160
Caldwell Trust
Florida
$38.5K
AW
161
Avion Wealth
Texas
$35K
VCM
162
Versant Capital Management
Arizona
$34K
CWA
163
Clearview Wealth Advisors
Oregon
$31K +$30.5K +920 New
SIAG
164
Safeguard Investment Advisory Group
California
$28K +$28.7K +865 New
BSSFA
165
Baron Silver Stevens Financial Advisors
Florida
$26K +$26K +786 New
TIAM2
166
Tru Independence Asset Management 2
Oregon
$25K +$24.6K +744 New
ASN
167
Advisory Services Network
Georgia
$22K -$10K -302 -31%
MF
168
Manchester Financial
California
$22K
AA
169
AlphaMark Advisors
Kentucky
$19K +$1.32K +40 +8%
WWM
170
Wolff Wiese Magana
California
$18K +$17.7K +535 New
CPFP
171
Clear Perspectives Financial Planning
Ohio
$17K +$16.6K +500 New
BW
172
Bison Wealth
Georgia
$16K +$15.5K +469 New
AIC
173
Archer Investment Corporation
Indiana
$13.4K
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$10.7K -322 -45%
JCM
175
Jacobi Capital Management
Pennsylvania
$13K