We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$10.2M +$6.89M +218,133 +204%
CVA
27
Central Valley Advisors
California
$9.77M +$629K +19,924 +7%
PWM
28
PTM Wealth Management
United States
$8.79M +$9.15M +289,663 New
CFS
29
CRA Financial Services
New Jersey
$8.59M +$577K +18,280 +7%
GEA
30
Glen Eagle Advisors
New Jersey
$8.15M +$2.07M +65,476 +34%
AWS
31
Atria Wealth Solutions
New York
$7.9M +$756K +23,939 +11%
MA
32
Mutual Advisors
Nebraska
$7.8M +$124K +3,939 +2%
AWA
33
ARQ Wealth Advisors
Arizona
$7.56M +$7.61M +240,997 New
SA
34
Sovran Advisors
California
$7.21M +$453K +14,338 +7%
SB
35
Strategic Blueprint
Georgia
$7.06M +$300K +9,484 +4%
PWA
36
Prairie Wealth Advisors
Nebraska
$6.92M +$3.96M +125,256 +131%
LIWM
37
Long Island Wealth Management
New York
$6.71M +$1.86M +58,934 +38%
MML Investors Services
38
MML Investors Services
Massachusetts
$6.6M +$3.62M +114,735 +120%
DWMS
39
Dominguez Wealth Management Solutions
Virginia
$6.6M +$219K +6,933 +3%
FIA
40
Foundations Investment Advisors
Arizona
$6.53M +$290K +9,170 +5%
SPC
41
Sigma Planning Corp
Michigan
$6.08M +$173K +5,477 +3%
FD
42
Financial Designs
California
$5.73M +$150K +4,765 +3%
AWM
43
AE Wealth Management
Kansas
$5.63M +$5.19M +164,253 +1,079%
SIM
44
Stratos Investment Management
Ohio
$5.34M +$5.37M +170,122 New
TC
45
TownSquare Capital
Utah
$5.19M -$20.1K -636 -0.4%
VWA
46
Visionary Wealth Advisors
Illinois
$4.58M +$944K +29,882 +26%
RA
47
RFG Advisory
Alabama
$4.47M +$1.86M +58,921 +70%
WW
48
Winnow Wealth
Texas
$4.38M +$4.41M +139,622 New
CWAF
49
Core Wealth Advisors (Florida)
Florida
$4.26M +$817K +25,859 +24%
BWM
50
Brown Wealth Management
Illinois
$4.2M -$134K -4,236 -3%