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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
$1.97M +$411K +17,634 +26%
II
27
Impact Investors
California
$1.9M -$178K -7,642 -9%
Ameriprise
28
Ameriprise
Minnesota
$1.76M -$7.5M -321,513 -81%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.63M -$3.15M -134,850 -66%
AFG
30
Atomi Financial Group
New York
$1.51M +$488K +20,895 +48%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.47M +$27.3K +1,169 +2%
LPAM
32
Lodestar Private Asset Management
California
$1.47M -$398K -17,044 -21%
SI
33
SimpliFi Inc
California
$1.46M +$69.6K +2,982 +5%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.42M +$1.12M +48,124 +383%
ACA
35
Affinity Capital Advisors
California
$1.24M -$3.19M -136,637 -72%
Citadel Advisors
36
Citadel Advisors
Florida
$1.21M -$343K -14,692 -22%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.11M -$114K -4,869 -9%
OIA
38
OneDigital Investment Advisors
Kansas
$1.06M -$1.63M -69,804 -60%
PFS
39
Prospera Financial Services
Texas
$1.01M -$41.1K -1,762 -4%
GWS
40
Greykasell Wealth Strategies
California
$1.01M +$9.87K +423 +1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$985K +$672K +28,780 +212%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$952K +$169K +7,243 +22%
WN
43
Williams & Novak
California
$929K +$49K +2,100 +6%
FWA
44
FOCUS Wealth Advisors
Texas
$920K +$49.8K +2,135 +6%
IWC
45
Integrated Wealth Concepts
Massachusetts
$901K +$53.1K +2,275 +6%
NA
46
Nautilus Advisors
California
$876K
DWM
47
Destination Wealth Management
California
$823K
MCM
48
Mattern Capital Management
Colorado
$685K +$28K +1,199 +4%
QCM
49
Quantinno Capital Management
New York
$657K +$657K +28,144 New
CGH
50
Crossmark Global Holdings
Texas
$617K -$21.2K -908 -3%