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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
McNaughton Wealth Management
California
$1.47M +$85.2K +3,460 +6%
ACA
27
Affinity Capital Advisors
California
$1.35M +$1.35M +54,604 New
LPAM
28
Lodestar Private Asset Management
California
$1.1M -$6.48K -263 -0.6%
OFG
29
Omega Financial Group
California
$958K -$74.4K -3,019 -7%
Fisher Asset Management
30
Fisher Asset Management
Washington
$650K +$9.63K +391 +2%
AAS
31
Avantax Advisory Services
Texas
$611K -$57.9K -2,351 -9%
Cerity Partners
32
Cerity Partners
New York
$610K +$315K +12,772 +107%
FWA
33
FOCUS Wealth Advisors
Texas
$523K -$2.71K -110 -0.5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$502K
MCM
35
Mattern Capital Management
Colorado
$495K +$110K +4,479 +29%
MMA
36
Miracle Mile Advisors
California
$476K -$226K -9,173 -32%
GRP
37
Global Retirement Partners
California
$465K +$123K +4,985 +36%
ACI
38
Alpha Cubed Investments
California
$438K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$426K +$83.1K +3,373 +24%
MWM
40
Mission Wealth Management
California
$424K +$2.98K +121 +0.7%
SM
41
Sweeney & Michel
California
$391K
RJFSA
42
Raymond James Financial Services Advisors
Florida
$371K -$233K -9,443 -39%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$364K -$4.93K -200 -1%
WA
44
Waddell & Associates
Tennessee
$348K
CAN
45
Cetera Advisor Networks
California
$328K +$1.45K +59 +0.4%
APP
46
Avantax Planning Partners
Iowa
$303K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$298K -$255K -10,348 -46%
BC
48
Brio Consultants
California
$290K -$49.2K -1,998 -14%
AIP
49
Ameritas Investment Partners
Nebraska
$267K +$77.6K +3,150 +41%
PIA
50
Perennial Investment Advisors
California
$265K +$1.23K +50 +0.5%