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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Silverlake Wealth Management
Vermont
$426K +$106K +4,600 +33%
PWM
52
Paulson Wealth Management
Illinois
$423K +$165K +7,164 +63%
Stifel Financial
53
Stifel Financial
Missouri
$401K +$405K +17,627 New
BFA
54
Bill Few Associates
Pennsylvania
$397K
BPA
55
Beacon Pointe Advisors
California
$384K +$15K +653 +4%
HI
56
Harbour Investments
Wisconsin
$367K +$371K +16,127 New
PTC
57
Private Trust Company
Ohio
$355K -$28.5K -1,240 -7%
CW
58
Cooksen Wealth
Texas
$353K
WWA
59
Wingate Wealth Advisors
Massachusetts
$348K +$152K +6,603 +76%
FA
60
FF Advisors
California
$332K -$22K -959 -6%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$330K
FCAS
62
First Command Advisory Services
Texas
$325K +$233K +10,145 +245%
PFG
63
PAX Financial Group
Texas
$320K +$120K +5,241 +59%
WCM
64
WealthBridge Capital Management
Ohio
$276K +$9.47K +412 +4%
FIM
65
Freedom Investment Management
Connecticut
$271K -$6K -261 -2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$251K +$39.4K +1,717 +18%
SA
67
Sanctuary Advisors
Indiana
$243K +$873 +38 +0.4%
HWM
68
Howard Wealth Management
Connecticut
$240K -$44.7K -1,945 -16%
JCM
69
Jacobi Capital Management
Pennsylvania
$227K -$31.1K -1,352 -12%
ACA
70
Aptus Capital Advisors
Alabama
$221K +$22.8K +991 +11%
PFS
71
Prospera Financial Services
Texas
$219K +$221K +9,632 New
OFG
72
Opulen Financial Group
Virginia
$210K +$213K +9,254 New
DADC
73
D.A. Davidson & Co
Montana
$207K
Jones Financial Companies
74
Jones Financial Companies
Missouri
$199K +$79.9K +3,478 +66%
CBT
75
Crews Bank & Trust
Florida
$197K