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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$529K +$202K +8,530 +62%
TF
52
TLWM Financial
Texas
$526K +$10.3K +436 +2%
KCM
53
Kathmere Capital Management
Pennsylvania
$523K +$525K +22,158 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$489K +$200K +8,427 +68%
Lido Advisors
55
Lido Advisors
California
$486K +$197K +8,300 +67%
AA
56
Addison Advisors
Vermont
$484K -$2.37K -100 -0.5%
MWA
57
Midland Wealth Advisors
Illinois
$477K
AFA
58
AA Financial Advisors
Ohio
$474K -$52.8K -2,226 -10%
OIA
59
OneDigital Investment Advisors
Kansas
$448K
IAA
60
Independent Advisor Alliance
North Carolina
$419K +$421K +17,752 New
HNB
61
Huntington National Bank
Ohio
$414K
WA
62
WESPAC Advisors
California
$409K
BFA
63
Bill Few Associates
Pennsylvania
$404K
YP
64
YANKCOM Partnership
South Dakota
$397K +$398K +16,803 New
BPA
65
Beacon Pointe Advisors
California
$385K +$47.5K +2,006 +14%
SFG
66
Sterling Financial Group
California
$379K +$5.85K +247 +2%
BEI
67
Benjamin Edwards Inc
Missouri
$373K +$3.46K +146 +0.9%
HWM
68
Horizons Wealth Management
North Carolina
$372K
CW
69
Cooksen Wealth
Texas
$351K
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$331K
CF
71
Collier Financial
Colorado
$329K +$330K +13,923 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$328K +$329K +13,883 New
FIM
73
Freedom Investment Management
Connecticut
$300K +$301K +12,705 New
HWM
74
Howard Wealth Management
Connecticut
$298K +$46.1K +1,945 +18%
KF
75
Krilogy Financial
Missouri
$291K