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icono de BALT

Innovator Defined Wealth Shield ETF
BALT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IWMO
176
Integrated Wealth Management (Ohio)
Ohio
USD 817 k +USD 74.9 k +2,201 +10%
Palumbo Wealth Management
177
Palumbo Wealth Management
New York
USD 792 k -USD 12.9 k -379 -2%
O'Shaughnessy Asset Management
178
O'Shaughnessy Asset Management
Connecticut
USD 789 k -USD 35.4 k -1,041 -4%
BFI Wealth Solutions
179
BFI Wealth Solutions
Texas
USD 789 k -USD 21.1 k -620 -3%
Caliber Wealth Management (Kansas)
180
Caliber Wealth Management (Kansas)
Kansas
USD 787 k +USD 781 k +22,958 Nuevas
NewEdge Wealth
181
NewEdge Wealth
Pennsylvania
USD 771 k +USD 88.1 k +2,590 +13%
Sequent Planning
182
Sequent Planning
Nebraska
USD 764 k +USD 15.3 k +450 +2%
IHT Wealth Management
183
IHT Wealth Management
Illinois
USD 748 k -USD 300 k -8,808 -29%
Smith, Moore & Co
184
Smith, Moore & Co
Missouri
USD 747 k -USD 6.94 k -204 -0.9%
Ritholtz Wealth Management
185
Ritholtz Wealth Management
New York
USD 742 k – – –
Richard P. Slaughter Associates
186
Richard P. Slaughter Associates
Texas
USD 720 k +USD 75.3 k +2,214 +12%
AssuredPartners Investment Advisors
187
AssuredPartners Investment Advisors
Florida
USD 717 k +USD 399 k +11,714 +127%
Ashton Thomas Private Wealth
188
Ashton Thomas Private Wealth
Arizona
USD 714 k -USD 49.2 k -1,447 -6%
GTS Financial
189
GTS Financial
Minnesota
USD 710 k -USD 92.3 k -2,712 -11%
Betterment LLC
190
Betterment LLC
New York
USD 705 k +USD 116 k +3,423 +20%
Advisor OS
191
Advisor OS
Illinois
USD 698 k +USD 51 k +1,500 +8%
Vestia Personal Wealth Advisors
192
Vestia Personal Wealth Advisors
Indiana
USD 692 k +USD 214 k +6,276 +45%
Advyzon Investment Management
193
Advyzon Investment Management
Illinois
USD 682 k +USD 47 k +1,382 +7%
Range Financial Group
194
Range Financial Group
Oregon
USD 645 k +USD 108 k +3,172 +20%
Stirlingshire Investments
195
Stirlingshire Investments
New York
USD 634 k +USD 38.4 k +1,130 +7%
JP Morgan Chase
196
JP Morgan Chase
New York
USD 622 k +USD 33.6 k +989 +6%
Stegent Equity Advisors
197
Stegent Equity Advisors
Texas
USD 619 k – – –
Pine Harbor Wealth Management
198
Pine Harbor Wealth Management
Maryland
USD 614 k – – –
DI
199
Disciplined Investments
Oklahoma
USD 609 k – – –
Ameritas Advisory Services
200
Ameritas Advisory Services
Nebraska
USD 597 k +USD 593 k +17,423 Nuevas
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