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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Apella Capital
Connecticut
$363K
Betterment LLC
77
Betterment LLC
New York
$338K -$945 -39 -0.3%
WA
78
Waddell & Associates
Tennessee
$337K
AssetMark Inc
79
AssetMark Inc
California
$336K +$1.5K +62 +0.4%
VT
80
Vise Technologies
New York
$330K
SAI
81
Savvy Advisors Inc
New York
$324K -$41.6K -1,717 -11%
WIM
82
WealthPlan Investment Management
Nebraska
$315K -$108K -4,451 -25%
CC
83
Climber Capital
Switzerland
$301K -$91.5K -3,775 -23%
TF
84
TME Financial
California
$293K +$27.3K +1,127 +10%
NP
85
NorthRock Partners
Minnesota
$287K
SPIA
86
Steward Partners Investment Advisory
New York
$278K +$33.9K +1,400 +14%
LWP
87
Laurel Wealth Planning
Minnesota
$277K
Stifel Financial
88
Stifel Financial
Missouri
$272K +$276K +11,386 New
CSIC
89
Clifford Swan Investment Counsel
California
$264K
AAS
90
Ameritas Advisory Services
Nebraska
$257K +$261K +10,754 New
CIA
91
Concurrent Investment Advisors
Florida
$248K
TPWA
92
Twin Peaks Wealth Advisors
California
$241K
GWP
93
Gateway Wealth Partners
Wisconsin
$239K +$242K +10,000 New
RF
94
Rossby Financial
Florida
$237K
FF
95
Foronjy Financial
California
$234K -$3.54K -146 -1%
SWP
96
Stratos Wealth Partners
Ohio
$224K -$31.7M -1,308,137 -99%
APFP
97
Action Point Financial Planning
Michigan
$224K +$227K +9,384 New
WS
98
Wedbush Securities
California
$223K +$227K +9,350 New
CBU
99
CIBC Bancorp USA
Illinois
$221K +$224K +9,239 New
IWM
100
IHT Wealth Management
Illinois
$216K +$219K +9,030 New