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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
101
Rossby Financial
Florida
$239K +$240K +9,893 New
GI
102
GAMMA Investing
California
$233K +$58.4K +2,412 +33%
BZWA
103
Blue Zone Wealth Advisors
California
$229K +$229K +9,459 New
HF
104
HRT Financial
New York
$211K -$65.5K -2,707 -24%
PCS
105
Private Client Services
Kentucky
$205K -$10K -413 -5%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$204K +$8.09K +334 +4%
EA
107
Eclectic Associates
California
$202K +$203K +8,381 New
TRCT
108
Tower Research Capital (TRC)
New York
$163K +$163K +6,734 New
DWS
109
Dynamic Wealth Strategies
California
$139K -$30.4K -1,257 -18%
MM
110
Main Management
California
$112K -$1.55K -64 -1%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$90.5K – – –
AIP
112
Ameritas Investment Partners
Nebraska
$79.7K -$920 -38 -1%
EWP
113
Elevation Wealth Partners
California
$74.2K +$678 +28 +0.9%
CFD
114
Creative Financial Designs
Indiana
$72.5K – – –
AF
115
Align Financial
Minnesota
$71K +$1.72M +71,030 New
LFG
116
Larson Financial Group
Missouri
$64K – – –
AG
117
AmeriFlex Group
Nevada
$50.8K -$21.7K -895 -30%
GSWM
118
Golden State Wealth Management
California
$37.8K -$2.42K -100 -6%
EWA
119
EverSource Wealth Advisors
Alabama
$30.4K +$266 +11 +0.9%
NL
120
Navalign LLC
California
$26.8K +$26.9K +1,110 New
AF
121
Abound Financial
California
$18.2K +$18.3K +754 New
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$14.4K +$9.64K +398 +203%
AC
123
AlphaCore Capital
California
$9.63K +$9.64K +398 New
VCM
124
Versant Capital Management
Arizona
$8.94K – – –
Comerica Bank
125
Comerica Bank
Texas
$7.25K -$196K -8,095 -96%