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Invesco BulletShares 2031 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Segment Wealth Management
Texas
$333K
FA
102
Fountainhead AM
New Jersey
$328K +$2.47K +153 +0.8%
OLA
103
Oliver Luxxe Assets
New Jersey
$301K +$298K +18,450 New
SIC
104
Sigma Investment Counselors
Michigan
$294K +$8.09K +500 +3%
CIA
105
Capital Investment Advisors
Georgia
$285K +$13.9K +861 +5%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$285K +$65.1K +4,023 +30%
EA
107
Everpar Advisors
Oklahoma
$278K +$65.7K +4,062 +31%
ES
108
ETF Store
Kansas
$266K +$263K +16,293 New
HI
109
Harbour Investments
Wisconsin
$254K +$130K +8,061 +107%
CTWM
110
Cherry Tree Wealth Management
Minnesota
$251K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$244K +$28.4K +1,756 +13%
CAL
112
Capital Analysts LLC
Pennsylvania
$237K -$12.7K -783 -5%
GIA
113
Gladstone Institutional Advisory
Florida
$229K -$12K -742 -5%
FIM
114
Freedom Investment Management
Connecticut
$225K -$225K -13,927 -50%
DAS
115
Dynamic Advisor Solutions
Arizona
$212K +$2.43K +150 +1%
CA
116
Clearstead Advisors
Ohio
$211K +$209K +12,908 New
YP
117
YANKCOM Partnership
South Dakota
$206K +$60.4K +3,734 +42%
BEI
118
Benjamin Edwards Inc
Missouri
$198K
TA
119
TruWealth Advisors
Louisiana
$193K
RFN
120
Redwood Financial Network
Ohio
$191K +$189K +11,686 New
FCAS
121
First Command Advisory Services
Texas
$190K
YWM
122
Yoder Wealth Management
California
$165K
AFG
123
Atomi Financial Group
New York
$164K +$163K +10,060 New
LFG
124
Larson Financial Group
Missouri
$145K +$132K +8,171 +1,122%
PB
125
Pinnacle Bancorp
Nebraska
$137K