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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
26
MGO One Seven
Ohio
$3.38M +$3.41M +121,740 New
CAL
27
Capital Analysts LLC
Pennsylvania
$2.38M +$789K +28,183 +49%
W
28
Wealthquest
Ohio
$2.33M -$567K -20,234 -19%
AWM
29
AE Wealth Management
Kansas
$2.21M -$331K -11,811 -13%
WIA
30
World Investment Advisors
California
$2.16M +$43.4K +1,550 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.08M -$3.67M -131,152 -64%
RC
32
Rovin Capital
Arizona
$2M -$25.8K -921 -1%
AWS
33
Atria Wealth Solutions
New York
$1.93M +$112K +4,007 +6%
KAS
34
Kestra Advisory Services
Texas
$1.93M -$434K -15,516 -18%
SWA
35
SFMG Wealth Advisors
Texas
$1.85M -$262K -9,343 -12%
RA
36
RiverTree Advisors
Florida
$1.81M -$13.3K -476 -0.7%
CAG
37
Compass Advisory Group
New York
$1.76M -$30.3K -1,083 -2%
DI
38
DFPG Investments
Utah
$1.75M
UBS Group
39
UBS Group
Switzerland
$1.69M +$1.7M +60,819 New
CAN
40
Cetera Advisor Networks
California
$1.66M +$870K +31,083 +109%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.41M +$279K +9,950 +24%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$1.34M +$143K +5,100 +12%
BWM
43
BCS Wealth Management
Tennessee
$1.28M +$150K +5,341 +13%
VWA
44
Visionary Wealth Advisors
Illinois
$1.26M +$173K +6,188 +16%
TCM
45
Triumph Capital Management
Colorado
$1.09M +$1.1M +39,341 New
KPWS
46
Kestra Private Wealth Services
Texas
$1.07M +$55.7K +1,989 +5%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.04M +$636K +22,708 +154%
BPA
48
Beacon Pointe Advisors
California
$1.03M +$1.04M +37,052 New
DIM
49
Delta Investment Management
California
$974K -$51K -1,823 -5%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$960K +$1.48K +53 +0.2%