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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
51
Carnegie Investment Counsel
Ohio
$441K -$8.42K -373 -2%
SWM
52
Silverlake Wealth Management
Vermont
$425K
PWM
53
Paulson Wealth Management
Illinois
$401K -$21.5K -951 -5%
BFA
54
Bill Few Associates
Pennsylvania
$397K
BPA
55
Beacon Pointe Advisors
California
$394K +$10.1K +446 +3%
HGA
56
Hobbs Group Advisors
South Carolina
$376K -$329K -14,550 -47%
HI
57
Harbour Investments
Wisconsin
$369K +$2.69K +119 +0.7%
WWA
58
Wingate Wealth Advisors
Massachusetts
$350K +$2.55K +113 +0.7%
PTC
59
Private Trust Company
Ohio
$346K -$8.42K -373 -2%
CW
60
Cooksen Wealth
Texas
$345K
FA
61
FF Advisors
California
$333K
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$329K
LPT
63
Legacy Private Trust
Wisconsin
$326K +$324K +14,350 New
SA
64
Sanctuary Advisors
Indiana
$314K +$71.6K +3,170 +30%
Brown Advisory
65
Brown Advisory
Maryland
$302K +$300K +13,288 New
WCM
66
WealthBridge Capital Management
Ohio
$292K +$15.4K +680 +6%
JCM
67
Jacobi Capital Management
Pennsylvania
$284K +$57.6K +2,550 +26%
YP
68
YANKCOM Partnership
South Dakota
$274K +$168K +7,450 +161%
FIM
69
Freedom Investment Management
Connecticut
$257K -$13.2K -586 -5%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$253K +$54.4K +2,409 +28%
HWM
71
Howard Wealth Management
Connecticut
$242K +$1.74K +77 +0.7%
ACA
72
Aptus Capital Advisors
Alabama
$222K +$1.63K +72 +0.7%
PFS
73
Prospera Financial Services
Texas
$219K
FFG
74
Foundry Financial Group
New Hampshire
$216K +$215K +9,528 New
OMC
75
Old Mission Capital
Illinois
$216K -$4.43M -196,315 -95%