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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWF
26
Epstein & White Financial
California
$240K -$120K -4,727 -34%
CCP
27
Corient Capital Partners
California
$226K +$222K +8,759 New
AWM
28
AE Wealth Management
Kansas
$218K -$77.9K -3,066 -27%
SS
29
Simplicity Solutions
Minnesota
$218K +$215K +8,458 New
GCA
30
Gradient Capital Advisors
California
$216K – – –
CCM
31
Coe Capital Management
Illinois
$201K +$198K +7,800 New
MM
32
Main Management
California
$191K +$188K +7,400 New
DWM
33
Destination Wealth Management
California
$172K – – –
Citigroup
34
Citigroup
New York
$168K -$61.1K -2,404 -27%
GRP
35
Global Retirement Partners
California
$57K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$52K – – –
GI
37
Gradient Investments
Minnesota
$26K – – –
PA
38
Parallel Advisors
California
$14K – – –
WANY
39
Wealthspire Advisors (New York)
New York
$11K +$10.9K +430 New
KC
40
Knuff & Co
California
$8K +$7.42K +292 New
TRCT
41
Tower Research Capital (TRC)
New York
$8K +$7.64K +301 New
AF
42
Allworth Financial
California
$4K – – –
EWM
43
Elmwood Wealth Management
California
$2K -$51 -2 -2%
BlackRock
44
BlackRock
New York
$1K -$51 -2 -5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$2.71M -106,161 Closed
LNC
46
Lincoln National Corp
Pennsylvania
– -$801K -31,383 Closed
TSS
47
Two Sigma Securities
New York
– -$280K -11,001 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$280K -10,974 Closed
LTFS
49
Ladenburg Thalmann Financial Services
Florida
– -$239K -9,373 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$25 +1 New