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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Mattern Capital Management
Colorado
$682K +$71.3K +2,863 +12%
GI
52
GAMMA Investing
California
$672K +$410K +16,484 +154%
DCM
53
Dimension Capital Management
Florida
$648K
Fisher Asset Management
54
Fisher Asset Management
Washington
$642K
AFG
55
Atomi Financial Group
New York
$628K +$433K +17,386 +216%
APP
56
Avantax Planning Partners
Iowa
$625K -$2.09K -84 -0.3%
OFG
57
Omega Financial Group
California
$612K +$52.8K +2,122 +9%
RSWM
58
Robertson Stephens Wealth Management
California
$589K
CMBA
59
C.M. Bidwell & Associates
Hawaii
$547K
OMC
60
Old Mission Capital
Illinois
$539K +$544K +21,831 New
Creative Planning
61
Creative Planning
Kansas
$524K +$37.1K +1,488 +8%
WSWA
62
Warren Street Wealth Advisors
California
$522K -$11.8K -474 -2%
GRP
63
Global Retirement Partners
California
$522K +$100 +4 +0%
Raymond James Financial
64
Raymond James Financial
Florida
$517K +$521K +20,938 New
TC
65
TownSquare Capital
Utah
$513K +$46.1K +1,850 +10%
PWM
66
Parkshore Wealth Management
California
$508K +$512K +20,570 New
TF
67
TME Financial
California
$499K +$496K +19,913 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$490K +$87.2K +3,503 +21%
Citadel Advisors
69
Citadel Advisors
Florida
$478K +$481K +19,332 New
Stifel Financial
70
Stifel Financial
Missouri
$445K +$15.3K +615 +4%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$432K +$2.46K +99 +0.6%
AAS
72
Ameritas Advisory Services
Nebraska
$430K +$229K +9,190 +112%
AAS
73
Avantax Advisory Services
Texas
$410K
CC
74
Climber Capital
Switzerland
$405K +$408K +16,395 New
NA
75
NewEdge Advisors
Louisiana
$398K