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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$77.7K +2,364 +609%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$76K
SWM
153
Spire Wealth Management
Virginia
$76K +$78.1K +2,376 New
BL
154
Balentine LLC
Georgia
$70K +$72.2K +2,197 New
RIM
155
Rockbridge Investment Management
New York
$68K -$5.39K -164 -7%
HI
156
Harbour Investments
Wisconsin
$61K +$62.7K +1,907 New
TAM
157
Townsend Asset Management
North Carolina
$58K
LWM
158
Liberty Wealth Management
California
$55K
JP Morgan Chase
159
JP Morgan Chase
New York
$54K
VC
160
Vestor Capital
Illinois
$42K
CTC
161
Central Trust Company
Missouri
$40K
FRA
162
Front Row Advisors
California
$38K
CWA
163
Clearview Wealth Advisors
Oregon
$38K +$8.88K +270 +29%
NFG
164
Next Financial Group
Texas
$37K
CT
165
Caldwell Trust
Florida
$36.8K
AW
166
Avion Wealth
Texas
$34K
VCM
167
Versant Capital Management
Arizona
$33K
CH
168
Canton Hathaway
Rhode Island
$24K +$16.4K +500 +192%
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$22.7K +690 New
MF
170
Manchester Financial
California
$21K
AA
171
AlphaMark Advisors
Kentucky
$20K +$2.47K +75 +13%
WWM
172
Wolff Wiese Magana
California
$17K
JCM
173
Jacobi Capital Management
Pennsylvania
$13K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$13K +$2.6K +79 +24%
AIC
175
Archer Investment Corporation
Indiana
$12.8K