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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.72M +$319K +14,485 +23%
EWM
27
Empirical Wealth Management
Washington
$1.64M +$26.8K +1,216 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.38M +$119K +5,432 +9%
ECM
29
Exchange Capital Management
Michigan
$1.37M +$50.6K +2,299 +4%
ISB
30
Iowa State Bank
Iowa
$1.3M -$137K -6,210 -9%
VWA
31
V Wealth Advisors
Kansas
$1.19M -$89.1K -4,050 -7%
CIA
32
Capital Investment Advisors
Georgia
$1.03M +$15K +681 +1%
BCFS
33
Butensky & Cohen Financial Security
Florida
$921K +$45.6K +2,072 +5%
GB
34
Goepper Burkhardt
South Carolina
$797K +$11K +500 +1%
RJA
35
Raymond James & Associates
Florida
$736K -$53.3K -2,425 -7%
SWM
36
Segment Wealth Management
Texas
$695K +$130K +5,900 +23%
1IA
37
1834 Investment Advisors
Wisconsin
$686K -$6.56M -298,415 -90%
AC
38
Apella Capital
Connecticut
$676K -$159K -7,220 -19%
BAM
39
Banta Asset Management
California
$638K
EI
40
Ellevest Inc
New York
$605K -$1.56K -71 -0.3%
SPIA
41
Steward Partners Investment Advisory
New York
$525K +$138K +6,265 +35%
RSC
42
Red Spruce Capital
Pennsylvania
$516K +$34.5K +1,570 +7%
CWS
43
Cypress Wealth Services
California
$497K +$31.4K +1,426 +7%
CA
44
Calton & Associates
Florida
$468K +$472K +21,450 New
PAG
45
Private Advisor Group
New Jersey
$452K +$9.15K +416 +2%
CIC
46
Carnegie Investment Counsel
Ohio
$428K +$89.6K +4,075 +26%
NFG
47
Nations Financial Group
Iowa
$405K +$174K +7,907 +74%
CFMC
48
Curbstone Financial Management Corp
New Hampshire
$404K +$407K +18,520 New
HighTower Advisors
49
HighTower Advisors
Illinois
$389K
FNWM
50
Financial Network Wealth Management
Utah
$365K