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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCFG
251
O'Connor Financial Group
Illinois
$296K +$294K +8,634 New
LWMI
252
Legacy Wealth Management (Idaho)
Idaho
$287K -$2.55K -75 -0.9%
CWM
253
Castle Wealth Management
Florida
$283K
GWM
254
Geneos Wealth Management
Colorado
$283K +$281K +8,246 New
SAI
255
Savvy Advisors Inc
New York
$281K +$68.1K +2,001 +32%
VF
256
Vawter Financial
Ohio
$280K +$26K +763 +10%
CFP
257
Curran Financial Partners
South Carolina
$268K -$272 -8 -0.1%
IWA
258
IBEX Wealth Advisors
New Jersey
$255K +$253K +7,433 New
HOWA
259
Heritage Oak Wealth Advisors
Florida
$246K +$244K +7,185 New
OC
260
Oppenheimer & Co
New York
$245K +$243K +7,150 New
GM
261
GeoWealth Management
Illinois
$244K +$62.2K +1,827 +35%
4WM
262
4J Wealth Management
Virginia
$241K
AWA
263
Alaska Wealth Advisors
Alaska
$237K
SEP
264
Southland Equity Partners
Missouri
$237K +$235K +6,907 New
QIM
265
Quest Investment Management
Oregon
$228K +$6.97K +205 +3%
BFWM
266
Bright Futures Wealth Management
New York
$219K -$26.3K -772 -11%
PA
267
PFG Advisors
Arizona
$217K -$2.01K -59 -0.9%
FA
268
FC Advisory
Pennsylvania
$212K -$60.9K -1,790 -22%
CWM
269
Collaborative Wealth Management
Florida
$209K
WS
270
Wedbush Securities
California
$201K +$200K +5,873 New
GWM
271
Gilpin Wealth Management
Colorado
$188K +$42.5K +1,250 +29%
PTC
272
Private Trust Company
Ohio
$187K +$170K +5,000 +1,111%
CA
273
Continuum Advisory
Idaho
$179K +$178K +5,229 New
APCM
274
Alaska Permanent Capital Management
Alaska
$178K
Wells Fargo
275
Wells Fargo
California
$161K +$30.6K +900 +24%