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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$841K +$70.8K +2,897 +9%
DWS
52
Dynamic Wealth Strategies
California
$817K
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$800K +$133K +5,461 +19%
EH
54
Equitable Holdings
New York
$751K +$769K +31,478 New
WA
55
Waverly Advisors
Alabama
$727K +$288K +11,777 New
MCM
56
Mattern Capital Management
Colorado
$671K +$12.6K +515 +2%
VWM
57
Verus Wealth Management
Wisconsin
$664K -$701K -28,684 -51%
CGH
58
Crossmark Global Holdings
Texas
$657K +$668K +27,356 New
DCM
59
Dimension Capital Management
Florida
$626K
Fisher Asset Management
60
Fisher Asset Management
Washington
$620K
Raymond James Financial
61
Raymond James Financial
Florida
$604K +$107K +4,394 +21%
APP
62
Avantax Planning Partners
Iowa
$600K -$3.86K -158 -0.6%
BJL
63
Brighton Jones LLC
Washington
$598K +$612K +25,059 New
OFG
64
Omega Financial Group
California
$594K +$3.13K +128 +0.5%
EWM
65
Elmwood Wealth Management
California
$583K +$597K +24,425 New
RSWM
66
Robertson Stephens Wealth Management
California
$569K
NAS
67
NWF Advisory Services
California
$552K -$428K -17,507 -43%
Creative Planning
68
Creative Planning
Kansas
$550K +$45K +1,843 +9%
Stifel Financial
69
Stifel Financial
Missouri
$545K +$119K +4,859 +27%
CMBA
70
C.M. Bidwell & Associates
Hawaii
$528K
SM
71
Sweeney & Michel
California
$500K +$538K +22,000 New
WSWA
72
Warren Street Wealth Advisors
California
$491K -$13.8K -563 -3%
PWM
73
Parkshore Wealth Management
California
$490K -$1.03K -42 -0.2%
TC
74
TownSquare Capital
Utah
$482K -$13.8K -563 -3%
GI
75
GAMMA Investing
California
$470K -$183K -7,481 -28%