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Invesco National AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
151
Robertson Stephens Wealth Management
California
$687K
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$673K +$59.7K +2,563 +10%
BWP
153
Bernardo Wealth Planning
Pennsylvania
$655K -$164K -7,046 -20%
AR
154
Apeiron RIA
Texas
$654K +$648K +27,817 New
SFS
155
Sowell Financial Services
Arkansas
$643K +$2.19K +94 +0.3%
JWCA
156
J.W. Cole Advisors
Florida
$631K +$92.9K +3,991 +17%
WPC
157
Wedmont Private Capital
Pennsylvania
$613K
PTC
158
Private Trust Company
Ohio
$601K +$368K +15,820 +163%
SWA
159
Sax Wealth Advisors
New Jersey
$600K +$608K +26,126 New
FA
160
FF Advisors
California
$591K
NG
161
Novem Group
New York
$582K +$577K +24,759 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$563K -$111K -4,769 -17%
IA
163
IFG Advisory
Georgia
$549K +$543K +23,338 New
AA
164
Advisory Alpha
Michigan
$541K -$14.7K -633 -3%
FHA
165
Flagship Harbor Advisors
Massachusetts
$541K +$8.96K +385 +2%
CBT
166
Crews Bank & Trust
Florida
$537K -$62.9K -2,700 -11%
VAG
167
VisionPoint Advisory Group
Texas
$518K +$513K +22,017 New
FZCM
168
Flynn Zito Capital Management
New York
$516K -$118K -5,072 -19%
MCI
169
MRP Capital Investments
Georgia
$514K
IWMO
170
Integrated Wealth Management (Ohio)
Ohio
$478K +$473K +20,320 New
BCI
171
Brinker Capital Investments
Pennsylvania
$475K -$22.1K -948 -4%
AWA
172
Arkadios Wealth Advisors
Georgia
$472K +$209K +8,956 +80%
PA
173
PFW Advisors
Georgia
$460K
Mariner
174
Mariner
Kansas
$459K +$455K +19,524 New
ACA
175
Ackerman Capital Advisors
Texas
$444K -$8.85K -380 -2%