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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$6.25M -$624K -20,026 -9%
GEA
27
Glen Eagle Advisors
New Jersey
$6.11M +$3M +96,220 +98%
SPC
28
Sigma Planning Corp
Michigan
$5.92M +$1.29M +41,546 +28%
FD
29
Financial Designs
California
$5.59M -$78.3K -2,512 -1%
KWM
30
Kingsview Wealth Management
Oregon
$5.55M -$46M -1,476,301 -89%
TC
31
TownSquare Capital
Utah
$5.22M +$1.94M +62,242 +60%
HI
32
Harbour Investments
Wisconsin
$5.22M +$1.02M +32,612 +24%
LIWM
33
Long Island Wealth Management
New York
$4.86M +$3.4M +109,047 +238%
BWM
34
Brown Wealth Management
Illinois
$4.34M +$1.07M +34,361 +33%
TF
35
Trek Financial
Arizona
$4.12M +$142K +4,552 +4%
VWA
36
Visionary Wealth Advisors
Illinois
$3.65M +$110K +3,534 +3%
MAM
37
Milestone Asset Management
Pennsylvania
$3.5M +$244K +7,826 +8%
CWAF
38
Core Wealth Advisors (Florida)
Florida
$3.46M +$550K +17,632 +19%
WIA
39
World Investment Advisors
California
$3.42M -$95.8K -3,075 -3%
IFG
40
Independent Financial Group
California
$3.37M +$224K +7,191 +7%
LPL Financial
41
LPL Financial
California
$3.27M +$2.41M +77,276 +289%
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
$3.14M +$238K +7,629 +8%
MML Investors Services
43
MML Investors Services
Massachusetts
$3M +$1.45M +46,369 +94%
PWA
44
Prairie Wealth Advisors
Nebraska
$3M +$2.97M +95,325 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.66M +$564K +18,089 +27%
RA
46
RFG Advisory
Alabama
$2.63M +$337K +10,809 +15%
SWA
47
SFMG Wealth Advisors
Texas
$2.59M +$531K +17,026 +26%
CTFG
48
Capstone Triton Financial Group
Oklahoma
$2.43M -$171K -5,484 -7%
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$2.39M +$233K +7,479 +11%
SOS
50
Silver Oak Securities
Tennessee
$2.35M +$289K +9,286 +14%