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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
76
Cooksen Wealth
Texas
$350K – – –
WCM
77
WealthBridge Capital Management
Ohio
$338K +$8.72K +378 +3%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$334K – – –
SWM
79
Silverlake Wealth Management
Vermont
$324K -$151K -6,551 -32%
KPWS
80
Kestra Private Wealth Services
Texas
$310K +$310K +13,443 New
LIM
81
Leavell Investment Management
Alabama
$308K – – –
AWM
82
Accurate Wealth Management
Florida
$304K +$23 +1 +0%
OIA
83
OneDigital Investment Advisors
Kansas
$304K +$305K +13,209 New
BFA
84
Bill Few Associates
Pennsylvania
$301K – – –
WA
85
WESPAC Advisors
California
$299K – – –
FA
86
FF Advisors
California
$298K – – –
IWS
87
Intentional Wealth Strategies
Colorado
$272K -$14.1K -613 -5%
PFS
88
Prospera Financial Services
Texas
$253K -$1.39K -60 -0.5%
SPIA
89
Steward Partners Investment Advisory
New York
$248K +$21.5K +932 +9%
YP
90
YANKCOM Partnership
South Dakota
$248K – – –
CWS
91
Cypress Wealth Services
California
$245K +$4.13K +179 +2%
RSA
92
River Street Advisors
Illinois
$242K – – –
AFA
93
AA Financial Advisors
Ohio
$242K +$242K +10,490 New
CBA
94
Coastal Bridge Advisors
Connecticut
$240K +$15.3K +662 +7%
VAS
95
Vestmark Advisory Solutions
Massachusetts
$240K – – –
WIA
96
World Investment Advisors
California
$240K – – –
FF
97
Francis Financial
$231K +$24K +1,042 +12%
CA
98
CGN Advisors
Kansas
$227K -$5.54K -240 -2%
FFG
99
Foundry Financial Group
New Hampshire
$225K +$5.98K +259 +3%
CPC
100
Cookson Peirce & Co
Pennsylvania
$220K +$14.1K +613 +7%
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