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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co Wealth Management
101
Bartlett & Co Wealth Management
Ohio
$89.6K – – –
Ameritas Investment Partners
102
Ameritas Investment Partners
Nebraska
$79.8K +$2.24K +96 +3%
EWP
103
Elevation Wealth Partners
California
$72.8K +$606 +26 +0.9%
CFD
104
Creative Financial Designs
Indiana
$71.8K – – –
AG
105
AmeriFlex Group
Nevada
$71.7K +$34.9K +1,499 +100%
Larson Financial Group
106
Larson Financial Group
Missouri
$63.4K – – –
US Bancorp
107
US Bancorp
Minnesota
$49.2K – – –
GSWM
108
Golden State Wealth Management
California
$39.8K -$3.66K -157 -9%
EverSource Wealth Advisors
109
EverSource Wealth Advisors
Alabama
$29.9K +$256 +11 +0.9%
FWM
110
FSA Wealth Management
Massachusetts
$14.2K – – –
WOSD
111
WFA of San Diego
California
$12.3K +$12K +514 New
Harbour Investments
112
Harbour Investments
Wisconsin
$9.73K – – –
Wealthspire Advisors (New York)
113
Wealthspire Advisors (New York)
New York
$9.4K +$9.15K +393 New
VCM
114
Versant Capital Management
Arizona
$8.85K – – –
AE Wealth Management
115
AE Wealth Management
Kansas
$4.93K +$4.8K +206 New
O'Shaughnessy Asset Management
116
O'Shaughnessy Asset Management
Connecticut
$4.69K +$4.57K +196 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$1.46K +$1.42K +61 New
Parallel Advisors
118
Parallel Advisors
California
$957 – – –
Smartleaf Asset Management
119
Smartleaf Asset Management
Massachusetts
$37 – – –
Stifel Financial
120
Stifel Financial
Missouri
– -$406K -17,416 Closed
Kayne Anderson Rudnick Investment Management
121
Kayne Anderson Rudnick Investment Management
California
– -$266K -11,405 Closed
WWA
122
WCG Wealth Advisors
Nevada
– -$262K -11,204 Closed
RF
123
Rossby Financial
Florida
– -$233K -10,000 Closed
SEP
124
Southland Equity Partners
Missouri
– -$232K -9,950 Closed
HIF
125
Hill Island Financial
Michigan
– -$207K -8,858 Closed