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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Rovin Capital
Arizona
$1.5M +$185K +7,039 +14%
AWS
27
Atria Wealth Solutions
New York
$1.37M +$1.1M +41,795 +435%
SWA
28
Stratos Wealth Advisors
Ohio
$1.35M +$47.2K +1,797 +4%
VIM
29
Vista Investment Management
Pennsylvania
$1.34M +$166K +6,320 +14%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.33M +$356K +13,570 +37%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.32M +$739K +28,139 +130%
DIM
32
Delta Investment Management
California
$1.04M +$1.02M +38,982 New
BWM
33
BCS Wealth Management
Tennessee
$1.01M -$276K -10,533 -22%
Citadel Advisors
34
Citadel Advisors
Florida
$968K +$956K +36,402 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$903K +$43.4K +1,654 +5%
KPWS
36
Kestra Private Wealth Services
Texas
$871K -$58.1K -2,213 -6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$845K +$541K +20,595 +184%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$747K +$738K +28,100 New
SOS
39
Silver Oak Securities
Tennessee
$734K +$725K +27,601 New
IA
40
IFP Advisors
Florida
$638K -$121K -4,600 -16%
LNC
41
Lincoln National Corp
Pennsylvania
$572K -$14.7K -561 -3%
WP
42
WealthPLAN Partners
Nebraska
$527K +$513K +19,535 New
WIM
43
WealthPlan Investment Management
Nebraska
$526K +$2.15K +82 +0.4%
SWM
44
Spire Wealth Management
Virginia
$491K -$11.8K -449 -2%
VWA
45
Visionary Wealth Advisors
Illinois
$476K +$33.2K +1,265 +8%
PCA
46
Prosperity Capital Advisors
Ohio
$430K +$424K +16,165 New
CBFP
47
Cedar Brook Financial Partners
Ohio
$386K +$381K +14,519 New
CAL
48
Capital Analysts LLC
Pennsylvania
$343K +$269K +10,240 +388%
CAN
49
Cetera Advisor Networks
California
$337K +$75.3K +2,868 +29%
VT
50
Vise Technologies
New York
$334K +$330K +12,558 New