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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bristlecone Advisors
Washington
$101K +$3.05K +125 +3%
AIP
102
Ameritas Investment Partners
Nebraska
$76.9K -$1.59K -65 -2%
CFD
103
Creative Financial Designs
Indiana
$71.5K
EWP
104
Elevation Wealth Partners
California
$71.4K +$611 +25 +0.8%
LFG
105
Larson Financial Group
Missouri
$63.2K
US Bancorp
106
US Bancorp
Minnesota
$49K
GSWM
107
Golden State Wealth Management
California
$43.4K -$2.1K -86 -5%
AG
108
AmeriFlex Group
Nevada
$35.8K
BCWM
109
Bartlett & Co Wealth Management
Ohio
$34.1K
SAM
110
S.A. Mason
Michigan
$31K -$2.44K -100 -7%
EWA
111
EverSource Wealth Advisors
Alabama
$29.3K +$30K +1,227 New
T
112
Tidemark
California
$20K +$24 +1 +0.1%
AF
113
Abound Financial
California
$18K +$18.4K +754 New
HI
114
Harbour Investments
Wisconsin
$9.71K +$9.94K +407 New
EC
115
Elequin Capital
New York
$9.68K +$9.92K +406 New
VCM
116
Versant Capital Management
Arizona
$8.82K
IA
117
IFP Advisors
Florida
$6.84K
PA
118
Parallel Advisors
California
$954 +$977 +40 New
KGP
119
Keystone Global Partners
Colorado
$24 +$24 +1 New
SAM
120
Smartleaf Asset Management
Massachusetts
$23
OMC
121
Old Mission Capital
Illinois
-$539K -21,831 Closed
NA
122
NewEdge Advisors
Louisiana
-$398K -16,111 Closed
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$255K -10,326 Closed
Corient Private Wealth
124
Corient Private Wealth
Florida
-$240K -9,729 Closed
SIG
125
Spinnaker Investment Group
California
-$201K -8,151 Closed