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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Silverlake Wealth Management
Vermont
$456K +$478 +23 +0.1%
NPP
52
New Potomac Partners
Maryland
$450K +$61.7K +2,965 +15%
CWS
53
Cypress Wealth Services
California
$421K
YIA
54
YHB Investment Advisors
Connecticut
$416K -$1.21M -58,185 -74%
CFCI
55
Comprehensive Financial Consultants Institutional
Indiana
$406K -$1.12K -54 -0.3%
RT
56
Rockland Trust
Massachusetts
$406K +$418K +20,079 New
NFG
57
Nations Financial Group
Iowa
$375K +$166 +8 +0%
AIP
58
Ameritas Investment Partners
Nebraska
$366K -$23K -1,108 -6%
SPWM
59
Straight Path Wealth Management
Michigan
$354K +$10.2K +490 +3%
FNWM
60
Financial Network Wealth Management
Utah
$338K
SPIA
61
Steward Partners Investment Advisory
New York
$276K -$237K -11,381 -45%
BPA
62
Beacon Pointe Advisors
California
$273K
OC
63
Oppenheimer & Co
New York
$271K -$520 -25 -0.2%
KWM
64
Kingsview Wealth Management
Oregon
$263K +$52.5K +2,526 +24%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$261K +$56.3K +2,708 +27%
FHA
66
First Horizon Advisors
Tennessee
$259K +$20.8K +1,000 +8%
RIG
67
Ramiah Investment Group
Wisconsin
$252K -$3.72K -179 -1%
VDI
68
Vaughan David Investments
Illinois
$244K +$251K +12,078 New
DADC
69
D.A. Davidson & Co
Montana
$241K +$1.52K +73 +0.6%
FAM
70
Flaharty Asset Management
Florida
$230K
Invesco
71
Invesco
Georgia
$227K -$313K -15,048 -57%
FFIC
72
First Fiduciary Investment Counsel
Ohio
$226K
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$216K -$29.9K -1,436 -12%
FCB
74
First Command Bank
Texas
$216K -$4.37K -210 -2%
FCFS
75
First Command Financial Services
Texas
$216K