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Invesco National AMT-Free Municipal Bond ETF
PZA

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
301
N.E.W. Advisory Services
Wisconsin
$23.5K – – –
MFP
302
Meramec Financial Planners
Missouri
$22.9K – – –
VR
303
Vision Retirement
New Jersey
$20.6K – – –
EWM
304
Evolution Wealth Management
Florida
$19.4K +$16.7K +718 +677%
GFA
305
Godfrey Financial Associates
New York
$19.1K – – –
HFS
306
Horizon Financial Services
North Carolina
$17.5K – – –
FFA
307
Founders Financial Alliance
North Carolina
$16.4K +$163 +7 +1%
AF
308
Advisornet Financial
Minnesota
$14.5K – – –
APFP
309
Action Point Financial Planning
Michigan
$14.2K +$14K +602 New
BWL
310
Bogart Wealth LLC
Virginia
$12.9K – – –
RCM
311
Raleigh Capital Management
North Carolina
$11.8K +$11.6K +500 New
ECA
312
Elevated Capital Advisors
Utah
$11.7K +$5.82K +250 +102%
SAM
313
Smartleaf Asset Management
Massachusetts
$10.1K – – –
GWM
314
Geneos Wealth Management
Colorado
$8.55K -$9.83K -422 -54%
IFWM
315
Institute for Wealth Management
Colorado
$7.88K +$7.8K +335 New
S
316
SignatureFD
Georgia
$6.51K – – –
VCM
317
Versant Capital Management
Arizona
$6.07K – – –
FNWA
318
Financial Network Wealth Advisors
Utah
$4.4K – – –
DWA
319
Delos Wealth Advisors
Texas
$4.14K +$4.1K +176 New
CA
320
Clearstead Advisors
Ohio
$3.1K +$3.07K +132 New
GI
321
GAMMA Investing
California
$1.32K – – –
BF
322
Brooklyn FI
New York
$899 +$908 +39 New
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$188 +$140 +6 +300%
ATPW
324
Ashton Thomas Private Wealth
Arizona
$165 +$163 +7 New
CA
325
CoreCap Advisors
Michigan
$14 +$23 +1 New
10 11 12
13
14