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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
51
Warren Street Wealth Advisors
California
$273K -$19.6K -802 -6%
Creative Planning
52
Creative Planning
Kansas
$252K -$79.4K -3,243 -23%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$239K +$24 +1 +0%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$237K -$5.71K -233 -2%
AIP
55
Ameritas Investment Partners
Nebraska
$191K +$49 +2 +0%
PCFFS
56
Pacific Center for Financial Services
California
$181K +$1.49K +61 +0.8%
BCPWM
57
Bradley & Co Private Wealth Management
Florida
$173K -$648K -26,475 -78%
MM
58
Main Management
California
$171K
ACA
59
Atlas Capital Advisors
Wyoming
$121K +$128K +5,220 New
BBHC
60
Brown Brothers Harriman & Co
New York
$79K
Citigroup
61
Citigroup
New York
$46K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$46K
MCC
63
Money Concepts Capital
Florida
$44K
BCWM
64
Bartlett & Co Wealth Management
Ohio
$33.1K
BC
65
Bartlett & Co
Ohio
$33K
DWMG
66
DB Wealth Management Group
California
$33K +$220 +9 +0.6%
SAM
67
S.A. Mason
Michigan
$32K
TRCT
68
Tower Research Capital (TRC)
New York
$7K
IA
69
IFP Advisors
Florida
$1K
Jane Street
70
Jane Street
New York
-$29.6M -1,218,977 Closed
RMC
71
Regis Management Company
California
-$2.43M -99,800 Closed
Renaissance Technologies
72
Renaissance Technologies
New York
-$1.26M -51,952 Closed
CCG
73
Capital CS Group
California
-$485K -19,952 Closed
BCM
74
Boltwood Capital Management
California
-$468K -19,250 Closed
WWA
75
WCG Wealth Advisors
Nevada
-$363K -14,928 Closed