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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$2.17M -$58.8K -2,136 -3%
WIA
27
World Investment Advisors
California
$2.12M
SWA
28
SFMG Wealth Advisors
Texas
$2.12M
RC
29
Rovin Capital
Arizona
$2.03M +$256K +9,298 +15%
RA
30
RiverTree Advisors
Florida
$1.83M +$836K +30,392 +86%
AWS
31
Atria Wealth Solutions
New York
$1.83M +$125K +4,550 +7%
CAG
32
Compass Advisory Group
New York
$1.79M -$174K -6,314 -9%
DI
33
DFPG Investments
Utah
$1.75M -$17.9K -650 -1%
Mariner
34
Mariner
Kansas
$1.67M +$1.25M +45,599 +316%
CAL
35
Capital Analysts LLC
Pennsylvania
$1.6M +$319K +11,595 +25%
PCA
36
Prosperity Capital Advisors
Ohio
$1.42M +$57.3K +2,082 +4%
BCA
37
Bay Colony Advisors
Massachusetts
$1.24M +$1.23M +44,636 New
TF
38
Trek Financial
Arizona
$1.21M -$486K -17,663 -29%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$1.2M +$37.1K +1,350 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.14M +$792K +28,800 +240%
BWM
41
BCS Wealth Management
Tennessee
$1.14M +$28.8K +1,047 +3%
VWA
42
Visionary Wealth Advisors
Illinois
$1.09M -$4.51K -164 -0.4%
DIM
43
Delta Investment Management
California
$1.03M -$12K -438 -1%
KPWS
44
Kestra Private Wealth Services
Texas
$1.02M +$43K +1,564 +4%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$961K +$13.8K +500 +1%
HI
46
Harbour Investments
Wisconsin
$837K +$306K +11,139 +59%
CAN
47
Cetera Advisor Networks
California
$795K -$236K -8,588 -23%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$763K -$27.2K -990 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$745K +$520K +18,913 +242%
WAS
50
Wealth Advisory Solutions
Indiana
$740K +$729K +26,517 New