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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Cypress Wealth Services
California
$225K +$1.34K +48 +0.6%
MCM
52
Mattern Capital Management
Colorado
$207K – – –
MM
53
Main Management
California
$205K – – –
AIP
54
Ameritas Investment Partners
Nebraska
$194K +$2.4K +86 +1%
GRP
55
Global Retirement Partners
California
$188K -$94.2K -3,380 -33%
Citigroup
56
Citigroup
New York
$174K -$27.9K -1,000 -14%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$153K – – –
US Bancorp
58
US Bancorp
Minnesota
$109K – – –
BBHC
59
Brown Brothers Harriman & Co
New York
$94K +$94.7K +3,400 New
BCPWM
60
Bradley & Co Private Wealth Management
Florida
$92K +$92.3K +3,315 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$55K – – –
SAM
62
S.A. Mason
Michigan
$39K -$90.5K -3,250 -70%
DWMG
63
DB Wealth Management Group
California
$39K +$223 +8 +0.6%
BC
64
Bartlett & Co
Ohio
$35K – – –
BCWM
65
Bartlett & Co Wealth Management
Ohio
$34.6K – – –
PA
66
Parallel Advisors
California
$16K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$8K – – –
AF
68
Allworth Financial
California
$4K – – –
BRWM
69
B. Riley Wealth Management
Tennessee
– -$894K -57,112 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$532K -19,016 Closed
Charles Schwab
71
Charles Schwab
California
– -$308K -11,000 Closed
OWA
72
One Wealth Advisors
California
– -$246K -8,779 Closed
BWA
73
BDO Wealth Advisors
Florida
– -$35K -1,265 Closed
GAM
74
Gemmer Asset Management
California
– -$25K -883 Closed
KC
75
Knuff & Co
California
– -$8K -292 Closed