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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
26
Oliver Lagore Vanvalin Investment Group
Michigan
$3.85M +$3.81M +131,585 New
KAS
27
Kestra Advisory Services
Texas
$3.82M +$1.6M +55,449 +74%
TF
28
Trek Financial
Arizona
$3.75M +$2.74M +94,643 +282%
MOS
29
MGO One Seven
Ohio
$3.66M +$25K +864 +0.7%
Morgan Stanley
30
Morgan Stanley
New York
$3.3M +$3.26M +112,820 New
AWS
31
Atria Wealth Solutions
New York
$3.18M +$874K +30,216 +39%
MMA
32
Miracle Mile Advisors
California
$3.06M -$164K -5,672 -5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.04M +$1.01M +34,855 +50%
DIM
34
Delta Investment Management
California
$3.04M +$1.34M +46,422 +81%
RJA
35
Raymond James & Associates
Florida
$2.97M +$1.47M +50,942 +101%
CTFG
36
Capstone Triton Financial Group
Oklahoma
$2.93M -$61.4K -2,123 -2%
Mariner
37
Mariner
Kansas
$2.76M -$1.12M -38,730 -29%
WIA
38
World Investment Advisors
California
$2.62M +$345K +11,945 +15%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.43M -$2.71M -93,587 -53%
VWA
40
Visionary Wealth Advisors
Illinois
$2.42M +$1.11M +38,281 +86%
RWM
41
Ritholtz Wealth Management
New York
$2.28M +$2.25M +77,935 New
RC
42
Rovin Capital
Arizona
$2.19M +$207K +7,151 +11%
SWA
43
SFMG Wealth Advisors
Texas
$1.91M -$26.3K -910 -1%
RA
44
RiverTree Advisors
Florida
$1.89M -$61K -2,108 -3%
HI
45
Harbour Investments
Wisconsin
$1.89M +$597K +20,654 +47%
RA
46
RFG Advisory
Alabama
$1.85M -$5.07M -175,195 -73%
CAL
47
Capital Analysts LLC
Pennsylvania
$1.78M -$18.4K -636 -1%
CPP
48
Capasso Planning Partners
South Carolina
$1.73M +$246K +8,503 +17%
FIA
49
Foundations Investment Advisors
Arizona
$1.63M -$81.5M -2,817,251 -98%
CAG
50
Compass Advisory Group
New York
$1.47M -$116K -4,012 -7%