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Innovator Defined Wealth Shield ETF
BALT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
226
Collaborative Wealth Management
Florida
$243K +$240K +7,251 New
CA
227
Continuum Advisory
Idaho
$238K -$935K -28,283 -80%
4WM
228
4J Wealth Management
Virginia
$236K -$4.58M -138,607 -95%
SAW
229
Signal Advisors Wealth
Michigan
$234K – – –
AWA
230
Alaska Wealth Advisors
Alaska
$232K – – –
KIM
231
Kestra Investment Management
Texas
$230K +$226K +6,849 New
CAG
232
Csenge Advisory Group
Florida
$226K +$223K +6,748 New
EWM
233
Elmwood Wealth Management
California
$225K -$149K -4,500 -40%
KFGG
234
Keystone Financial Group (Georgia)
Georgia
$223K -$161K -4,862 -42%
PA
235
PFG Advisors
Arizona
$214K -$1.05M -31,622 -83%
OC
236
Optima Capital
Oregon
$211K – – –
AWM
237
Accurate Wealth Management
Florida
$206K +$203K +6,130 New
QIM
238
Quest Investment Management
Oregon
$206K +$203K +6,142 New
CS
239
Capital Square
Tennessee
$204K +$201K +6,086 New
APCM
240
Alaska Permanent Capital Management
Alaska
$174K – – –
LWMI
241
Legacy Wealth Management (Idaho)
Idaho
$101K -$46.4K -1,403 -32%
WETS
242
Wealth Enhancement Trust Services
South Dakota
$89.8K +$88.6K +2,680 New
GIA
243
GHP Investment Advisors
Colorado
$84K – – –
CJ
244
Caitlin John
Michigan
$83.4K +$4.1K +124 +5%
WP
245
WealthShield Partners
North Carolina
$70.1K – – –
MI
246
Motiv8 Investments
Florida
$44K +$43K +1,300 New
GF
247
GGM Financials
Ohio
$34K – – –
NWMP
248
Noble Wealth Management PBC
Colorado
$33.5K -$6.61K -200 -17%
BWM
249
Benson Wealth Management
Tennessee
$30.9K +$30.5K +923 New
LFG
250
Larson Financial Group
Missouri
$18.9K -$959 -29 -5%
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