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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
76
Avidian Wealth Enterprises
Texas
$200K
FFA
77
Farther Finance Advisors
California
$200K +$200K +8,100 New
Comerica Bank
78
Comerica Bank
Texas
$165K
MM
79
Main Management
California
$123K -$12.3K -498 -9%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$99.7K +$99.6K +4,042 New
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$88.6K +$88.4K +3,587 New
AIP
82
Ameritas Investment Partners
Nebraska
$88.3K -$2.59K -105 -3%
EWP
83
Elevation Wealth Partners
California
$72.2K
US Bancorp
84
US Bancorp
Minnesota
$50.7K
LFG
85
Larson Financial Group
Missouri
$40.7K +$40.7K +1,650 New
BCWM
86
Bartlett & Co Wealth Management
Ohio
$35.3K
SAM
87
S.A. Mason
Michigan
$34.5K
T
88
Tidemark
California
$20.6K -$7.71K -313 -27%
VCM
89
Versant Capital Management
Arizona
$9.13K
AAP
90
Arax Advisory Partners
Colorado
$8.36K
TRCT
91
Tower Research Capital (TRC)
New York
$7.43K
IA
92
IFP Advisors
Florida
$7.08K
SFC
93
Strategic Financial Concepts
Texas
$2.94K +$1.8M +73,206 New
AssetMark Inc
94
AssetMark Inc
California
$173 +$172 +7 New
SAM
95
Smartleaf Asset Management
Massachusetts
$24
CSIA
96
Charles Schwab Investment Advisory
California
-$236M -9,504,808 Closed
ACA
97
Affinity Capital Advisors
California
-$4.29M -172,398 Closed
WSWA
98
Warren Street Wealth Advisors
California
-$548K -22,020 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
-$226K -9,632 Closed
ES
100
Eagle Strategies
New York
-$239K -9,594 Closed