We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
251
Savvy Advisors Inc
New York
$208K +$209K +6,209 New
CWM
252
Collaborative Wealth Management
Florida
$204K -$38.6K -1,148 -16%
Morgan Stanley
253
Morgan Stanley
New York
$180K -$99.5K -2,959 -35%
GM
254
GeoWealth Management
Illinois
$177K +$178K +5,285 New
APCM
255
Alaska Permanent Capital Management
Alaska
$174K
EWA
256
EverSource Wealth Advisors
Alabama
$164K -$139K -4,127 -46%
GWM
257
Gilpin Wealth Management
Colorado
$142K +$124K +3,700 +673%
Wells Fargo
258
Wells Fargo
California
$127K +$128K +3,800 New
NS
259
NBC Securities
Alabama
$125K -$125K -3,730 -50%
WIM
260
Westside Investment Management
California
$93.7K +$94.2K +2,800 New
WETS
261
Wealth Enhancement Trust Services
South Dakota
$89.7K
GIA
262
GHP Investment Advisors
Colorado
$83.9K
CFD
263
Creative Financial Designs
Indiana
$70.3K +$70.6K +2,100 New
WP
264
WealthShield Partners
North Carolina
$70K
WA
265
Waverly Advisors
Alabama
$68.5K +$68.8K +2,046 New
CJ
266
Caitlin John
Michigan
$68.4K -$14.9K -443 -18%
NWMP
267
Noble Wealth Management PBC
Colorado
$63.6K +$30.3K +900 +90%
GF
268
GGM Financials
Ohio
$33.9K
BWM
269
Benson Wealth Management
Tennessee
$30.9K
SIS
270
Sound Income Strategies
Florida
$27.8K +$27.9K +829 New
AssetMark Inc
271
AssetMark Inc
California
$21.1K +$21.2K +631 New
PTC
272
Private Trust Company
Ohio
$15K +$15.1K +450 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$13.9K +$14K +415 New
MCM
274
MAI Capital Management
Ohio
$6.16K
LFG
275
Larson Financial Group
Missouri
$4.55K -$14.4K -428 -76%