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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
26
Warren Street Wealth Advisors
California
$720K +$427K +18,025 +153%
MMA
27
Miracle Mile Advisors
California
$669K +$658K +27,728 New
BRWA
28
B. Riley Wealth Advisors
Florida
$651K +$1.56K +66 +0.2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$643K +$4.39K +185 +0.7%
Fisher Asset Management
30
Fisher Asset Management
Washington
$628K +$617K +26,000 New
AAS
31
Avantax Advisory Services
Texas
$572K +$17.3K +730 +3%
FWA
32
FOCUS Wealth Advisors
Texas
$520K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$496K +$21.3K +900 +5%
ACI
34
Alpha Cubed Investments
California
$429K
MWM
35
Mission Wealth Management
California
$410K +$402K +16,967 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$399K -$8.47K -357 -2%
AA
37
Apriem Advisors
California
$385K -$64K -2,700 -14%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$385K -$64K -2,699 -14%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$372K +$64K +2,697 +21%
JBA
40
Johnson Bixby & Associates
Washington
$371K +$2.63K +111 +0.7%
MCM
41
Mattern Capital Management
Colorado
$365K -$37.5K -1,581 -9%
WA
42
Waddell & Associates
Tennessee
$341K +$335K +14,125 New
GRP
43
Global Retirement Partners
California
$335K -$12.1K -509 -4%
BC
44
Brio Consultants
California
$332K -$390K -16,433 -54%
CAN
45
Cetera Advisor Networks
California
$319K +$8.51K +359 +3%
APP
46
Avantax Planning Partners
Iowa
$302K +$296K +12,493 New
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$301K +$51K +2,152 +21%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$298K +$293K +12,344 New
Creative Planning
49
Creative Planning
Kansas
$254K -$8.16K -344 -3%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$232K +$228K +9,601 New