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Innovator Defined Wealth Shield ETF
BALT

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
226
Sanctuary Advisors
Indiana
$398K -$34.3K -1,007 -8%
CA
227
COFG Advisors
Illinois
$395K -$10.1K -296 -3%
MW
228
MBL Wealth
North Carolina
$394K -$34K -1,000 -8%
BW
229
Balance Wealth
Ohio
$389K +$36.6K +1,077 +10%
WFS
230
WealthGarden F.S.
California
$378K +$125K +3,682 +50%
FNWA
231
Financial Network Wealth Advisors
Utah
$374K -$4.46K -131 -1%
IWC
232
Integrated Wealth Concepts
Massachusetts
$369K +$366K +10,758 New
IA
233
IFP Advisors
Florida
$368K -$25.8K -757 -7%
IWS
234
Intentional Wealth Strategies
Colorado
$367K – – –
BPW
235
BLVD Private Wealth
Kentucky
$365K +$36.8K +1,081 +11%
KIM
236
Kestra Investment Management
Texas
$359K +$357K +10,479 New
VIM
237
Vista Investment Management
Pennsylvania
$359K – – –
NAS
238
NWF Advisory Services
California
$355K – – –
GSAM
239
Grant Street Asset Management
Pennsylvania
$350K -$10.6K -312 -3%
CA
240
Cambridge Advisors
Nebraska
$343K – – –
BCA
241
Bay Colony Advisors
Massachusetts
$338K -$148K -4,353 -31%
FCFC
242
First Commonwealth Financial Corp
Pennsylvania
$328K – – –
FWP
243
Forefront Wealth Partners
Texas
$323K +$321K +9,439 New
AWM
244
Accurate Wealth Management
Florida
$322K +$24.2K +710 +8%
PAG
245
Private Advisor Group
New Jersey
$321K -$1.45M -42,619 -82%
KFAS
246
Keating Financial Advisory Services
Kansas
$319K -$340 -10 -0.1%
MWM
247
Modern Wealth Management
Kansas
$316K – – –
NB
248
NBT Bank
New York
$304K – – –
EWA
249
EverSource Wealth Advisors
Alabama
$299K +$130K +3,820 +78%
KWA
250
Kingswood Wealth Advisors
California
$297K +$295K +8,676 New
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