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Invesco BulletShares 2031 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Segment Wealth Management
Texas
$341K
LWPC
127
Legacy Wealth Partners (Colorado)
Colorado
$341K +$341K +20,419 New
XPN
128
XY Planning Network
Montana
$323K +$323K +19,317 New
CIA
129
Capital Investment Advisors
Georgia
$321K +$16.4K +982 +5%
CAL
130
Capital Analysts LLC
Pennsylvania
$318K +$47K +2,812 +17%
SL
131
Sentinus LLC
Illinois
$309K +$309K +18,484 New
CCW
132
Coastline Complete Wealth
South Carolina
$307K +$308K +18,402 New
ES
133
ETF Store
Kansas
$304K +$18.6K +1,114 +7%
SIC
134
Sigma Investment Counselors
Michigan
$301K
PB
135
Pinnacle Bancorp
Nebraska
$294K
WWA
136
Wingate Wealth Advisors
Massachusetts
$294K +$294K +17,605 New
RFN
137
Redwood Financial Network
Ohio
$291K +$29.1K +1,743 +11%
BFA
138
Bill Few Associates
Pennsylvania
$277K +$100K +6,000 +57%
Citadel Advisors
139
Citadel Advisors
Florida
$275K +$275K +16,450 New
DPI
140
Diversified Portfolios Inc
Michigan
$275K +$275K +16,445 New
CTWM
141
Cherry Tree Wealth Management
Minnesota
$257K
UCFA
142
United Capital Financial Advisors
Texas
$256K +$256K +15,342 New
RFWA
143
RPg Family Wealth Advisory
Massachusetts
$250K +$251K +15,000 New
PS
144
Principal Securities
Iowa
$247K +$44.1K +2,641 +22%
GIA
145
Gladstone Institutional Advisory
Florida
$244K +$2.76K +165 +1%
DAS
146
Dynamic Advisor Solutions
Arizona
$242K +$2.76K +165 +1%
AWM
147
Accurate Wealth Management
Florida
$242K +$242K +14,485 New
SPIA
148
Steward Partners Investment Advisory
New York
$238K +$206K +12,307 +638%
JC
149
JM2 Capital
Oklahoma
$235K +$236K +14,105 New
TW
150
Tempo Wealth
Ohio
$230K +$230K +13,788 New