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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
$1.9M +$127K +5,171 +7%
JSW
27
Journey Strategic Wealth
New Jersey
$1.75M +$85.6K +3,475 +5%
PFS
28
Prospera Financial Services
Texas
$1.7M +$9.61K +390 +0.6%
DAS
29
Dynamic Advisor Solutions
Arizona
$1.64M -$91.2K -3,703 -5%
WN
30
Williams & Novak
California
$1.63M +$453K +18,400 +38%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.62M -$5.3K -215 -0.3%
LPAM
32
Lodestar Private Asset Management
California
$1.6M +$75.4K +3,062 +5%
SI
33
SimpliFi Inc
California
$1.48M +$30.6K +1,241 +2%
PFA
34
Pure Financial Advisors
California
$1.41M -$472K -19,164 -25%
Cerity Partners
35
Cerity Partners
New York
$1.32M +$1.32M +53,513 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.12M +$5.67K +230 +0.5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.03M +$447K +18,135 +77%
DWS
38
Dynamic Wealth Strategies
California
$938K -$7.46K -303 -0.8%
HighTower Advisors
39
HighTower Advisors
Illinois
$929K +$928K +37,654 New
FWA
40
FOCUS Wealth Advisors
Texas
$867K +$3.08K +125 +0.4%
Wealthfront Advisers
41
Wealthfront Advisers
California
$839K -$15.5K -629 -2%
DAS
42
Diversify Advisory Services
Utah
$688K +$683K +27,703 New
DCM
43
Dimension Capital Management
Florida
$647K
Fisher Asset Management
44
Fisher Asset Management
Washington
$641K
DWM
45
Destination Wealth Management
California
$632K +$258K +10,490 +69%
OFG
46
Omega Financial Group
California
$631K +$29.1K +1,180 +5%
APP
47
Avantax Planning Partners
Iowa
$626K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$608K +$170K +6,920 +39%
MCM
49
Mattern Capital Management
Colorado
$598K +$25.4K +1,029 +4%
SA
50
Sanctuary Advisors
Indiana
$591K +$596K +24,210 New