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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
SFMG Wealth Advisors
Texas
$2.07M +$2.05M +76,055 New
CAG
27
Compass Advisory Group
New York
$1.92M -$8.82M -328,033 -82%
RC
28
Rovin Capital
Arizona
$1.73M +$192K +7,141 +13%
DI
29
DFPG Investments
Utah
$1.72M
MA
30
MAS Advisors
Florida
$1.68M -$652K -24,226 -28%
TF
31
Trek Financial
Arizona
$1.66M
AWS
32
Atria Wealth Solutions
New York
$1.66M +$257K +9,547 +19%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.47M +$102K +3,778 +8%
PCA
34
Prosperity Capital Advisors
Ohio
$1.33M +$876K +32,564 +201%
CAL
35
Capital Analysts LLC
Pennsylvania
$1.25M +$885K +32,906 +256%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.21M +$883K +32,825 +282%
VIM
37
Vista Investment Management
Pennsylvania
$1.18M -$191K -7,093 -14%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$1.14M +$367K +13,660 +49%
BWM
39
BCS Wealth Management
Tennessee
$1.08M +$43.5K +1,618 +4%
VWA
40
Visionary Wealth Advisors
Illinois
$1.07M +$579K +21,511 +120%
DIM
41
Delta Investment Management
California
$1.02M -$45.5K -1,691 -4%
CAN
42
Cetera Advisor Networks
California
$1.01M +$657K +24,419 +193%
RA
43
RiverTree Advisors
Florida
$958K +$947K +35,200 New
KPWS
44
Kestra Private Wealth Services
Texas
$949K +$55.7K +2,072 +6%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$925K
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$771K -$92.8K -3,450 -11%
SOS
47
Silver Oak Securities
Tennessee
$702K -$48.6K -1,807 -7%
HI
48
Harbour Investments
Wisconsin
$514K +$275K +10,215 +118%
WP
49
WealthPLAN Partners
Nebraska
$504K -$27.8K -1,033 -5%
CBFP
50
Cedar Brook Financial Partners
Ohio
$402K +$6.97K +259 +2%