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Innovator Defined Wealth Shield ETF
BALT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
226
Keating Financial Advisory Services
Kansas
$312K -$437 -13 -0.1%
SAW
227
Signal Advisors Wealth
Michigan
$309K +$76.2K +2,265 +32%
AIA
228
AssuredPartners Investment Advisors
Florida
$309K +$310K +9,216 New
MWM
229
Modern Wealth Management
Kansas
$309K -$30.7K -914 -9%
NB
230
NBT Bank
New York
$297K – – –
AWM
231
Accurate Wealth Management
Florida
$292K +$84.9K +2,524 +41%
LWMI
232
Legacy Wealth Management (Idaho)
Idaho
$283K +$183K +5,442 +180%
CWM
233
Castle Wealth Management
Florida
$277K – – –
FA
234
FC Advisory
Pennsylvania
$267K +$268K +7,977 New
AAP
235
Arax Advisory Partners
Colorado
$263K -$29.4K -875 -10%
ZIM
236
Zacks Investment Management
Illinois
$263K +$264K +7,847 New
CFP
237
Curran Financial Partners
South Carolina
$262K +$264K +7,839 New
OHIS
238
Oak Harvest Investment Services
Texas
$257K +$258K +7,675 New
W
239
WorthPointe
California
$254K – – –
VF
240
Vawter Financial
Ohio
$248K +$249K +7,408 New
WFS
241
WealthGarden F.S.
California
$246K +$247K +7,339 New
LWM
242
Lionsbridge Wealth Management
Florida
$244K +$245K +7,285 New
NF
243
Nikulski Financial
Iowa
$243K -$11.8K -350 -5%
BFWM
244
Bright Futures Wealth Management
New York
$240K -$101K -2,999 -30%
4WM
245
4J Wealth Management
Virginia
$235K – – –
AWA
246
Alaska Wealth Advisors
Alaska
$231K – – –
OC
247
Optima Capital
Oregon
$225K +$13.5K +400 +6%
MWM
248
Meridian Wealth Management
Kentucky
$223K +$224K +6,671 New
QIM
249
Quest Investment Management
Oregon
$215K +$9.99K +297 +5%
PA
250
PFG Advisors
Arizona
$214K – – –
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