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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$206K +$205K +8,214 New
AWE
77
Avidian Wealth Enterprises
Texas
$203K – – –
FFA
78
Farther Finance Advisors
California
$203K – – –
AFG
79
Atomi Financial Group
New York
$202K +$201K +8,054 New
Comerica Bank
80
Comerica Bank
Texas
$160K -$7.49K -300 -4%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$123K +$20.5K +823 +20%
MM
82
Main Management
California
$122K -$2.99K -120 -2%
AIP
83
Ameritas Investment Partners
Nebraska
$87.3K -$2.37K -95 -3%
BA
84
Bristlecone Advisors
Washington
$77.7K +$77.4K +3,100 New
EWP
85
Elevation Wealth Partners
California
$73.8K +$424 +17 +0.6%
LFG
86
Larson Financial Group
Missouri
$66.5K +$25K +1,000 +61%
US Bancorp
87
US Bancorp
Minnesota
$51.5K – – –
BCWM
88
Bartlett & Co Wealth Management
Ohio
$35.9K – – –
SAM
89
S.A. Mason
Michigan
$35.1K – – –
T
90
Tidemark
California
$21K – – –
VCM
91
Versant Capital Management
Arizona
$9.28K – – –
AAP
92
Arax Advisory Partners
Colorado
$8.5K – – –
TRCT
93
Tower Research Capital (TRC)
New York
$7.55K – – –
IA
94
IFP Advisors
Florida
$7.2K – – –
AssetMark Inc
95
AssetMark Inc
California
$176 – – –
SAM
96
Smartleaf Asset Management
Massachusetts
$25 – – –
BWM
97
Boyd Wealth Management
California
– -$4.87M -197,318 Closed
SFC
98
Strategic Financial Concepts
Texas
– -$2.94K -73,206 Closed
DAS
99
Dynamic Advisor Solutions
Arizona
– -$1.64M -66,297 Closed
Bank of New York Mellon
100
Bank of New York Mellon
New York
– -$1.12M -45,323 Closed