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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$4.17M +$4.08M +134,656 +26,096%
HI
27
Harbour Investments
Wisconsin
$4.11M +$477K +15,736 +13%
TF
28
Trek Financial
Arizona
$3.9M +$115K +3,806 +3%
VWA
29
Visionary Wealth Advisors
Illinois
$3.47M +$292K +9,638 +9%
WIA
30
World Investment Advisors
California
$3.46M +$491K +16,190 +17%
BWM
31
Brown Wealth Management
Illinois
$3.2M +$3.15M +103,822 New
TC
32
TownSquare Capital
Utah
$3.2M +$3.15M +103,822 New
MAM
33
Milestone Asset Management
Pennsylvania
$3.19M +$479K +15,792 +18%
IFG
34
Independent Financial Group
California
$3.08M +$1.46M +48,101 +93%
GEA
35
Glen Eagle Advisors
New Jersey
$3.02M +$2.98M +98,090 New
OLVIG
36
Oliver Lagore Vanvalin Investment Group
Michigan
$2.85M +$500K +16,480 +22%
CWAF
37
Core Wealth Advisors (Florida)
Florida
$2.85M +$291K +9,578 +12%
CTFG
38
Capstone Triton Financial Group
Oklahoma
$2.56M -$16.8K -553 -0.7%
RA
39
RFG Advisory
Alabama
$2.25M +$116K +3,814 +6%
CB
40
Chris Bulman
California
$2.18M +$143K +4,698 +7%
RC
41
Rovin Capital
Arizona
$2.17M -$47.8K -1,577 -2%
CFCI
42
Comprehensive Financial Consultants Institutional
Indiana
$2.11M +$252K +8,311 +14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.06M -$3.38M -111,296 -63%
SOS
44
Silver Oak Securities
Tennessee
$2.01M +$303K +9,997 +18%
SWA
45
SFMG Wealth Advisors
Texas
$2.01M
CA
46
Cannon Advisors
North Carolina
$1.92M +$1.89M +62,233 New
RA
47
RiverTree Advisors
Florida
$1.86M -$71.2K -2,346 -4%
IIA
48
Integral Investment Advisors
California
$1.75M -$30K -990 -2%
CAL
49
Capital Analysts LLC
Pennsylvania
$1.74M -$3.55K -117 -0.2%
SEIA
50
Signature Estate & Investment Advisors
California
$1.68M +$410K +13,530 +33%