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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$613K +$40.7K +1,662 +7%
SI
27
SimpliFi Inc
California
$597K +$4.92K +201 +0.8%
AAS
28
Avantax Advisory Services
Texas
$532K +$562K +22,950 New
RPCA
29
Running Point Capital Advisors
California
$528K -$380K -15,524 -41%
LNC
30
Lincoln National Corp
Pennsylvania
$528K +$367 +15 +0.1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$519K -$2.85M -116,186 -84%
DWM
32
Destination Wealth Management
California
$500K
FWA
33
FOCUS Wealth Advisors
Texas
$499K -$3.06K -125 -0.6%
FTUS
34
Flow Traders U.S.
New York
$485K -$1.56M -63,771 -75%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$455K
KCM
36
Karp Capital Management
California
$452K +$20.8K +850 +5%
WP
37
WealthSource Partners
California
$440K -$1.01M -41,228 -68%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$436K +$108K +4,410 +31%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$432K -$136K -5,559 -23%
AA
40
Apriem Advisors
California
$432K -$19.6K -800 -4%
ACI
41
Alpha Cubed Investments
California
$412K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$391K +$174K +7,114 +73%
MCM
43
Mattern Capital Management
Colorado
$386K +$409K +16,681 New
DADC
44
D.A. Davidson & Co
Montana
$371K +$180K +7,339 +85%
OPS
45
Orion Portfolio Solutions
Nebraska
$369K +$390K +15,932 New
JBA
46
Johnson Bixby & Associates
Washington
$353K +$2.92K +119 +0.8%
KW
47
KWB Wealth
California
$340K +$359K +14,671 New
GRP
48
Global Retirement Partners
California
$328K +$12.7K +518 +4%
CAN
49
Cetera Advisor Networks
California
$298K -$6.03K -246 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$295K +$73 +3 +0%