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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$693K +$173K +6,225 +33%
LNC
27
Lincoln National Corp
Pennsylvania
$666K +$46.5K +1,669 +7%
HighTower Advisors
28
HighTower Advisors
Illinois
$592K +$596K +21,382 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$585K +$418 +15 +0.1%
FWA
30
FOCUS Wealth Advisors
Texas
$568K +$6.41K +230 +1%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$510K
GCA
32
Gradient Capital Advisors
California
$480K
IP
33
Intellectus Partners
California
$470K +$2.34K +84 +0.5%
CW
34
CreativeOne Wealth
Kansas
$468K +$472K +16,930 New
CAN
35
Cetera Advisor Networks
California
$444K -$151K -5,438 -25%
Creative Planning
36
Creative Planning
Kansas
$424K +$427K +15,338 New
JBA
37
Johnson Bixby & Associates
Washington
$407K +$2.45K +88 +0.6%
FCA
38
FLC Capital Advisors
California
$405K -$110K -3,958 -21%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$401K +$47.6K +1,707 +13%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$392K +$5.99K +215 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$377K +$85.4K +3,065 +29%
LWAC
42
Laurel Wealth Advisors (California)
California
$358K +$360K +12,930 New
Citadel Advisors
43
Citadel Advisors
Florida
$343K +$345K +12,402 New
HAS
44
HBW Advisory Services
California
$317K +$22K +788 +7%
HCIA
45
Hochman Cole Investment Advisors
Illinois
$285K +$1.39K +50 +0.5%
PAG
46
Private Advisor Group
New Jersey
$283K +$285K +10,237 New
A
47
AdvicePeriod
California
$269K -$49.6K -1,780 -15%
PWM
48
Paulson Wealth Management
Illinois
$253K -$75.2K -2,699 -23%
EWF
49
Epstein & White Financial
California
$227K +$2.42K +87 +1%
RFA
50
Reilly Financial Advisors
California
$225K