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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$416M -$24.8M -1,024,382 -6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$70.2M +$3.49M +144,192 +5%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$45.7M +$3.95M +163,109 +9%
MMA
4
Miracle Mile Advisors
California
$29.6M +$1.05M +43,337 +4%
SC
5
Syon Capital
California
$28.8M -$2.03M -83,740 -6%
Bank of America
6
Bank of America
North Carolina
$25.1M +$2.35M +96,820 +10%
GC
7
Guggenheim Capital
Illinois
$20.5M +$4.91M +202,648 +31%
EWA
8
EP Wealth Advisors
California
$17.9M +$339K +13,992 +2%
LPL Financial
9
LPL Financial
California
$15.1M +$893K +36,860 +6%
Morgan Stanley
10
Morgan Stanley
New York
$14M +$957K +39,519 +7%
FFA
11
First Foundation Advisors
California
$9.05M +$1.22M +50,378 +15%
PFA
12
Pure Financial Advisors
California
$6.48M -$506K -20,895 -7%
Wells Fargo
13
Wells Fargo
California
$5.59M +$361K +14,898 +7%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.23M -$229K -9,460 -4%
RSWM
15
Robertson Stephens Wealth Management
California
$4.75M +$3.55M +146,509 +280%
FAT
16
First American Trust
California
$4.23M -$2.1M -86,593 -33%
BPA
17
Beacon Pointe Advisors
California
$3.7M +$3.75M +154,995 New
EWM
18
Elmwood Wealth Management
California
$3.39M +$321K +13,237 +10%
Mariner
19
Mariner
Kansas
$3.36M -$568K -23,430 -14%
CA
20
Chatterton & Associates
California
$3.21M +$970K +40,031 +43%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.96M +$1.03M +42,489 +52%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.94M +$378K +15,606 +15%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$2.85M +$1.05M +43,159 +56%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.38M +$1.5M +61,973 +164%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.21M -$8.6K -355 -0.4%