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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waddell & Associates
Tennessee
$349K
HF
77
HRT Financial
New York
$277K +$280K +11,250 New
SPIA
78
Steward Partners Investment Advisory
New York
$257K +$3.91K +157 +2%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$255K +$257K +10,326 New
LWP
80
Laurel Wealth Planning
Minnesota
$254K +$7.79K +313 +3%
TPWA
81
Twin Peaks Wealth Advisors
California
$250K +$252K +10,106 New
RF
82
Rossby Financial
Florida
$247K +$249K +10,000 New
SEP
83
Southland Equity Partners
Missouri
$246K
Corient Private Wealth
84
Corient Private Wealth
Florida
$240K
Jones Financial Companies
85
Jones Financial Companies
Missouri
$225K +$106K +4,245 +87%
Charles Schwab
86
Charles Schwab
California
$218K -$104K -4,191 -32%
HIF
87
Hill Island Financial
Michigan
$216K +$218K +8,759 New
NW
88
NewEdge Wealth
Pennsylvania
$212K -$21.2K -850 -9%
M
89
MYeCFO
California
$207K
Comerica Bank
90
Comerica Bank
Texas
$207K +$50.5K +2,027 +32%
SIG
91
Spinnaker Investment Group
California
$201K +$203K +8,151 New
AWE
92
Avidian Wealth Enterprises
Texas
$200K
FFA
93
Farther Finance Advisors
California
$200K
MM
94
Main Management
California
$120K
BA
95
Bristlecone Advisors
Washington
$101K +$24.9K +1,000 +32%
AIP
96
Ameritas Investment Partners
Nebraska
$81.3K -$4.76K -191 -5%
CFD
97
Creative Financial Designs
Indiana
$74.1K +$74.7K +3,000 New
EWP
98
Elevation Wealth Partners
California
$73.3K +$573 +23 +0.8%
LFG
99
Larson Financial Group
Missouri
$65.5K
US Bancorp
100
US Bancorp
Minnesota
$50.8K