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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$723K +$227K +9,783 +45%
MWM
52
Marietta Wealth Management
Georgia
$713K
SPA
53
Sentinel Pension Advisors
Massachusetts
$661K +$395 +17 +0.1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$631K +$111K +4,788 +21%
MWM
55
Meridian Wealth Management
Kentucky
$621K
AIM
56
Anchor Investment Management
South Carolina
$610K +$523K +22,500 +563%
AA
57
Addison Advisors
Vermont
$589K +$14.1K +608 +2%
HWM
58
Howard Wealth Management
Connecticut
$585K +$70.2K +3,020 +13%
HGA
59
Hobbs Group Advisors
South Carolina
$547K +$85.8K +3,692 +18%
HWM
60
Horizons Wealth Management
North Carolina
$537K +$976 +42 +0.2%
TF
61
TLWM Financial
Texas
$510K -$27.4K -1,180 -5%
PTC
62
Private Trust Company
Ohio
$508K +$203K +8,723 +65%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$476K -$15.4K -664 -3%
SWM
64
Silverlake Wealth Management
Vermont
$474K
ACA
65
Aptus Capital Advisors
Alabama
$457K +$231K +9,940 +100%
JCM
66
Jacobi Capital Management
Pennsylvania
$425K
CA
67
Clearstead Advisors
Ohio
$397K
HT
68
Heritage Trust
Oklahoma
$396K +$100K +4,313 +33%
IIM
69
Invariant Investment Management
Pennsylvania
$388K -$12.1K -519 -3%
BPA
70
Beacon Pointe Advisors
California
$373K +$33.1K +1,423 +10%
CFGA
71
Cambridge Financial Group (Arizona)
Arizona
$367K -$163K -7,017 -31%
WWA
72
Wingate Wealth Advisors
Massachusetts
$362K +$2.39K +103 +0.7%
CW
73
Cooksen Wealth
Texas
$350K
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$334K
WCM
75
WealthBridge Capital Management
Ohio
$329K +$21.5K +927 +7%