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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SM
51
Sweeney & Michel
California
$446K +$450K +18,000 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$441K -$1.06M -42,442 -71%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$439K +$61.1K +2,443 +16%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$416K -$3.5K -140 -0.8%
AAS
55
Avantax Advisory Services
Texas
$403K
DWM
56
Destination Wealth Management
California
$376K +$378K +15,128 New
WA
57
Waddell & Associates
Tennessee
$351K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$330K
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$285K +$287K +11,466 New
LWP
60
Laurel Wealth Planning
Minnesota
$254K
Jane Street
61
Jane Street
New York
$254K -$84.9M -3,397,194 -100%
SEP
62
Southland Equity Partners
Missouri
$247K +$249K +9,950 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$242K
ES
64
Eagle Strategies
New York
$239K +$240K +9,594 New
NW
65
NewEdge Wealth
Pennsylvania
$230K -$484K -19,371 -67%
BRWA
66
B. Riley Wealth Advisors
Florida
$226K +$6K +240 +3%
SB
67
Strategic Blueprint
Georgia
$210K +$211K +8,432 New
ZIM
68
Zacks Investment Management
Illinois
$210K +$211K +8,432 New
M
69
MYeCFO
California
$209K
HWMC
70
Heritage Wealth Management (California)
California
$202K +$203K +8,118 New
AWE
71
Avidian Wealth Enterprises
Texas
$202K
Comerica Bank
72
Comerica Bank
Texas
$166K +$64.9K +2,594 +64%
MM
73
Main Management
California
$137K -$8.83K -353 -6%
AIP
74
Ameritas Investment Partners
Nebraska
$91.6K -$4.22K -169 -4%
EWP
75
Elevation Wealth Partners
California
$72.8K