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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Partnervest Advisory Services
California
$608K +$4.95K +181 +0.8%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$505K +$260K +9,500 +106%
DWM
28
Destination Wealth Management
California
$484K -$847 -31 -0.2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$440K +$8K +293 +2%
AG
30
Advisor Group
Arizona
$425K +$1.2K +44 +0.3%
GRP
31
Global Retirement Partners
California
$349K
BC
32
Brio Consultants
California
$331K +$330K +12,098 New
PWM
33
Paulson Wealth Management
Illinois
$298K
EWF
34
Epstein & White Financial
California
$234K -$24.6K -902 -10%
GCA
35
Gradient Capital Advisors
California
$229K
RFA
36
Reilly Financial Advisors
California
$222K
CWS
37
Cypress Wealth Services
California
$216K +$1.37K +50 +0.6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$213K -$108K -3,942 -34%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$209K -$11.7K -430 -5%
HAS
40
HBW Advisory Services
California
$209K +$207K +7,589 New
MM
41
Main Management
California
$202K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$196K +$4.83K +177 +3%
Citigroup
43
Citigroup
New York
$168K
AIP
44
Ameritas Investment Partners
Nebraska
$141K +$28.8K +1,056 +26%
SPIA
45
Steward Partners Investment Advisory
New York
$106K
SAM
46
S.A. Mason
Michigan
$65K +$64.5K +2,360 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$55K
BWA
48
BDO Wealth Advisors
Florida
$38K
GI
49
Gradient Investments
Minnesota
$27K
PA
50
Parallel Advisors
California
$17K