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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
151
TLWM Financial
Texas
$498K
JWCA
152
J.W. Cole Advisors
Florida
$496K +$500K +27,032 New
SWP
153
Stratos Wealth Partners
Ohio
$473K -$22K -1,190 -4%
FHA
154
First Horizon Advisors
Tennessee
$471K +$31K +1,675 +7%
Creative Planning
155
Creative Planning
Kansas
$469K +$272K +14,685 +135%
AWA
156
Arkadios Wealth Advisors
Georgia
$439K +$443K +23,939 New
SIA
157
Summit Investment Advisors
Maryland
$415K +$418K +22,604 New
ACG
158
Allen Capital Group
Nebraska
$404K +$123K +6,671 +43%
SWA
159
Sax Wealth Advisors
New Jersey
$401K +$14.9K +806 +4%
CVA
160
Central Valley Advisors
California
$399K +$403K +21,773 New
WEG
161
World Equity Group
Illinois
$387K +$391K +21,126 New
Mariner
162
Mariner
Kansas
$378K +$381K +20,604 New
WA
163
Waverly Advisors
Alabama
$372K +$16.6K +900 +5%
VIM
164
Vista Investment Management
Pennsylvania
$371K +$77.2K +4,175 +26%
CIA
165
Capital Investment Advisors
Georgia
$360K +$74.6K +4,031 +26%
OIM
166
Oder Investment Management
California
$355K +$33.8K +1,826 +10%
MFP
167
Meridian Financial Partners
Virginia
$348K -$120K -6,498 -25%
WWM
168
Western Wealth Management
Colorado
$347K +$16.6K +900 +5%
WCM
169
Whitener Capital Management
North Carolina
$346K +$349K +18,871 New
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$332K +$335K +18,110 New
CFS
171
Coordinated Financial Services
Colorado
$309K +$312K +16,870 New
KC
172
Kades & Cheifetz
Pennsylvania
$307K +$1.52K +82 +0.5%
MPW
173
Monterey Private Wealth
California
$306K +$53.3K +2,879 +21%
ACP
174
Aveo Capital Partners
Colorado
$305K +$4.14K +224 +1%
SIC
175
Sigma Investment Counselors
Michigan
$304K -$53.9K -2,913 -15%