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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$348K +$102K +4,389 +43%
WA
77
Waddell & Associates
Tennessee
$338K
NP
78
NorthRock Partners
Minnesota
$288K +$280K +12,026 New
LWP
79
Laurel Wealth Planning
Minnesota
$278K +$43.2K +1,853 +19%
GWMR
80
GC Wealth Management RIA
Massachusetts
$275K +$268K +11,517 New
HF
81
HRT Financial
New York
$274K +$267K +11,457 New
PWM
82
Parkshore Wealth Management
California
$267K
CSIC
83
Clifford Swan Investment Counsel
California
$264K +$17.5K +750 +7%
CIA
84
Concurrent Investment Advisors
Florida
$249K +$242K +10,400 New
SPIA
85
Steward Partners Investment Advisory
New York
$245K
RFP
86
Root Financial Partners
California
$245K
TPWA
87
Twin Peaks Wealth Advisors
California
$242K
FF
88
Foronjy Financial
California
$238K +$2.49K +107 +1%
Corient Private Wealth
89
Corient Private Wealth
Florida
$233K
TF
90
TME Financial
California
$226K -$68.2K -2,927 -24%
PCS
91
Private Client Services
Kentucky
$213K +$207K +8,901 New
EC
92
Elequin Capital
New York
$211K +$205K +8,819 New
Comerica Bank
93
Comerica Bank
Texas
$201K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$194K +$189K +8,121 New
FFA
95
Farther Finance Advisors
California
$194K
GRP
96
Global Retirement Partners
California
$185K -$112K -4,818 -38%
AAS
97
Ameritas Advisory Services
Nebraska
$174K +$169K +7,270 New
GI
98
GAMMA Investing
California
$173K -$114K -4,899 -40%
DWS
99
Dynamic Wealth Strategies
California
$167K -$63.3K -2,719 -28%
MM
100
Main Management
California
$113K