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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
151
Higgins & Schmidt Wealth Strategies
Colorado
$819K +$75.7K +3,942 +10%
SFG
152
Sterling Financial Group
California
$769K -$83.2K -4,334 -10%
Brown Advisory
153
Brown Advisory
Maryland
$757K +$756K +39,382 New
CFCI
154
Comprehensive Financial Consultants Institutional
Indiana
$704K
KOC
155
Koss-Olinger Consulting
Florida
$700K +$699K +36,410 New
Creative Planning
156
Creative Planning
Kansas
$694K +$48.3K +2,519 +7%
SPC
157
Sigma Planning Corp
Michigan
$655K -$2.4M -125,108 -79%
IWP
158
Insight Wealth Partners
Texas
$648K +$9.5K +495 +1%
WFC
159
Western Financial Corp
California
$645K +$45.5K +2,371 +8%
CIA
160
Capital Investment Advisors
Georgia
$623K -$28.3K -1,476 -4%
SIAS
161
Summit Investment Advisory Services
Minnesota
$614K +$613K +31,947 New
TVM
162
True Vision MN
Minnesota
$589K +$11.8K +617 +2%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$586K
OBWG
164
Onyx Bridge Wealth Group
New York
$584K -$48K -2,500 -8%
KPWS
165
Kestra Private Wealth Services
Texas
$563K +$93.1K +4,851 +20%
CFS
166
Coordinated Financial Services
Colorado
$558K +$83.3K +4,338 +18%
OIA
167
OneDigital Investment Advisors
Kansas
$555K +$186K +9,676 +50%
KWM
168
Kingsview Wealth Management
Oregon
$527K +$56.2K +2,927 +12%
AWA
169
Arete Wealth Advisors
Illinois
$525K +$49.9K +2,601 +11%
DFG
170
Delta Financial Group
New Jersey
$510K +$121K +6,318 +31%
OP
171
ORG Partners
Indiana
$494K +$494K +25,725 New
Corient Private Wealth
172
Corient Private Wealth
Florida
$486K -$9.92K -517 -2%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$471K +$5.76K +300 +1%
SCA
174
Snowden Capital Advisors
New York
$464K +$11.3K +590 +3%
HT
175
Heritage Trust
Oklahoma
$446K +$91.8K +4,785 +26%