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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$817K -$149K -5,546 -15%
SC
27
Seldon Capital
California
$809K -$369K -13,739 -30%
Creative Planning
28
Creative Planning
Kansas
$767K +$800K +29,753 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$754K +$75.4K +2,803 +11%
AA
30
Apriem Advisors
California
$716K -$86K -3,200 -10%
WP
31
WealthSource Partners
California
$714K +$428K +15,902 +135%
SI
32
SimpliFi Inc
California
$656K +$125K +4,646 +22%
LNC
33
Lincoln National Corp
Pennsylvania
$648K +$23K +857 +4%
PFA
34
Pure Financial Advisors
California
$641K +$668K +24,827 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$622K -$100K -3,721 -13%
BRWA
36
B. Riley Wealth Advisors
Florida
$599K -$2.88M -106,976 -82%
DWM
37
Destination Wealth Management
California
$556K -$158K -5,889 -21%
JCA
38
January Capital Advisors
California
$556K +$94.9K +3,530 +18%
Betterment LLC
39
Betterment LLC
New York
$556K +$579K +21,533 New
FWA
40
FOCUS Wealth Advisors
Texas
$548K +$22.6K +840 +4%
BCI
41
Brinker Capital Investments
Pennsylvania
$530K -$831K -30,915 -60%
EWA
42
EP Wealth Advisors
California
$475K +$495K +18,424 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$468K +$115K +4,282 +31%
ACI
44
Alpha Cubed Investments
California
$459K
TWM
45
TriaGen Wealth Management
California
$459K +$478K +17,773 New
GRP
46
Global Retirement Partners
California
$441K +$486K +18,067 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$417K +$435K +16,172 New
CAN
48
Cetera Advisor Networks
California
$401K +$1.48K +55 +0.4%
MCM
49
Mattern Capital Management
Colorado
$401K +$139K +5,173 +50%
JBA
50
Johnson Bixby & Associates
Washington
$388K +$2.21K +82 +0.5%