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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNB
76
Virginia National Bank
Virginia
$672K -$162K -8,577 -20%
RFN
77
Redwood Financial Network
Ohio
$663K +$2.22K +118 +0.3%
GWM
78
Geneos Wealth Management
Colorado
$646K +$140K +7,423 +28%
CFCI
79
Comprehensive Financial Consultants Institutional
Indiana
$631K +$87.6K +4,650 +17%
OIM
80
Oder Investment Management
California
$622K +$617K +32,729 New
LNC
81
Lincoln National Corp
Pennsylvania
$621K +$26.3K +1,393 +4%
AA
82
Addison Advisors
Vermont
$620K +$587K +31,159 +2,127%
BBW
83
Blue Barn Wealth
Utah
$611K +$607K +32,191 New
CIA
84
Capital Investment Advisors
Georgia
$609K -$117K -6,189 -16%
VDI
85
Vaughan David Investments
Illinois
$600K +$595K +31,580 New
WFC
86
Western Financial Corp
California
$593K +$91.5K +4,855 +18%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$532K +$117K +6,193 +28%
MTWM
88
Masso Torrence Wealth Management
New Jersey
$520K +$516K +27,373 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$503K +$248K +13,144 +99%
SPIA
90
Steward Partners Investment Advisory
New York
$497K +$362K +19,191 +276%
EI
91
Ellevest Inc
New York
$473K -$452 -24 -0.1%
SWM
92
Silverlake Wealth Management
Vermont
$454K +$679 +36 +0.2%
1IA
93
1834 Investment Advisors
Wisconsin
$452K -$65.8K -3,490 -13%
Creative Planning
94
Creative Planning
Kansas
$451K +$447K +23,721 New
SCA
95
Stonebridge Capital Advisors
Minnesota
$434K +$376K +19,968 +695%
CWS
96
Cypress Wealth Services
California
$396K
MOS
97
MGO One Seven
Ohio
$385K +$382K +20,266 New
UL
98
Unionview LLC
Washington
$373K +$370K +19,633 New
VIM
99
Vista Investment Management
Pennsylvania
$367K +$364K +19,312 New
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$354K +$352K +18,657 New