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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIF
76
Hill Island Financial
Michigan
$484K +$485K +20,039 New
BPWM
77
BCS Private Wealth Management
New Jersey
$483K
WSWA
78
Warren Street Wealth Advisors
California
$478K
WIM
79
WealthPlan Investment Management
Nebraska
$427K -$31.1K -1,283 -7%
GWS
80
Greykasell Wealth Strategies
California
$413K -$251K -10,369 -38%
CC
81
Climber Capital
Switzerland
$396K +$397K +16,395 New
SAI
82
Savvy Advisors Inc
New York
$369K -$50.2K -2,073 -12%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$363K +$10.7K +443 +3%
AC
84
Apella Capital
Connecticut
$359K +$360K +14,879 New
APP
85
Avantax Planning Partners
Iowa
$358K -$10.5K -435 -3%
Betterment LLC
86
Betterment LLC
New York
$343K +$344K +14,204 New
WA
87
Waddell & Associates
Tennessee
$341K
AssetMark Inc
88
AssetMark Inc
California
$339K +$339K +14,014 New
VT
89
Vise Technologies
New York
$330K +$331K +13,674 New
NP
90
NorthRock Partners
Minnesota
$291K
LWP
91
Laurel Wealth Planning
Minnesota
$280K
PWM
92
Parkshore Wealth Management
California
$272K +$1.67K +69 +0.6%
TF
93
TME Financial
California
$269K +$41.1K +1,699 +18%
CSIC
94
Clifford Swan Investment Counsel
California
$267K
CIA
95
Concurrent Investment Advisors
Florida
$251K
SPIA
96
Steward Partners Investment Advisory
New York
$248K
RFP
97
Root Financial Partners
California
$247K
TPWA
98
Twin Peaks Wealth Advisors
California
$246K
FF
99
Foronjy Financial
California
$240K -$387 -16 -0.2%
RF
100
Rossby Financial
Florida
$239K +$240K +9,893 New