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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
176
Meridian Financial Partners
Virginia
$651K +$645K +32,997 New
FIA
177
Foundations Investment Advisors
Arizona
$644K +$234K +11,988 +58%
OIA
178
OneDigital Investment Advisors
Kansas
$614K +$45K +2,301 +8%
AFG
179
Argent Financial Group
Louisiana
$612K +$607K +31,034 New
MPW
180
Monterey Private Wealth
California
$607K +$602K +30,785 New
OBWG
181
Onyx Bridge Wealth Group
New York
$606K +$6.32K +323 +1%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$601K
CIA
183
Capital Investment Advisors
Georgia
$582K -$56.9K -2,911 -9%
KC
184
Kades & Cheifetz
Pennsylvania
$569K +$115K +5,896 +26%
FIM
185
Freedom Investment Management
Connecticut
$559K +$219K +11,178 +65%
AWA
186
Arete Wealth Advisors
Illinois
$549K +$10.6K +543 +2%
Creative Planning
187
Creative Planning
Kansas
$545K -$165K -8,461 -23%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$543K +$539K +27,548 New
DFG
189
Delta Financial Group
New Jersey
$543K +$19.5K +997 +4%
KWM
190
Kingsview Wealth Management
Oregon
$541K +$313 +16 +0.1%
Corient Private Wealth
191
Corient Private Wealth
Florida
$515K +$16.2K +826 +3%
OP
192
ORG Partners
Indiana
$507K
HWM
193
HB Wealth Management
Georgia
$491K +$67.6K +3,459 +16%
SWA
194
Sax Wealth Advisors
New Jersey
$489K +$183K +9,337 +60%
SFC
195
Strategic Financial Concepts
Texas
$485K -$6.88M -351,912 -93%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$483K
FHA
197
First Horizon Advisors
Tennessee
$460K +$24.9K +1,275 +6%
AIFAIM
198
American Institute for Advanced Investment Management
Arizona
$456K +$49.4K +2,525 +12%
CWM
199
Cornerstone Wealth Management
Missouri
$456K +$452K +23,107 New
AWA
200
Arkadios Wealth Advisors
Georgia
$454K +$3.81K +195 +0.9%