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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$10.2M -$217K -6,866 -2%
CVA
27
Central Valley Advisors
California
$10.1M +$78K +2,469 +0.8%
KAS
28
Kestra Advisory Services
Texas
$9.77M -$1.4M -44,327 -13%
SPC
29
Sigma Planning Corp
Michigan
$9.73M +$3.45M +109,374 +56%
SWA
30
Stratos Wealth Advisors
Ohio
$9.43M -$1.76M -55,815 -16%
WCAMG
31
Woodard & Company Asset Management Group
North Carolina
$9.28M +$8.47M +268,213 +1,278%
GEA
32
Glen Eagle Advisors
New Jersey
$9.27M +$920K +29,131 +11%
FIA
33
Foundations Investment Advisors
Arizona
$8.61M +$1.9M +60,085 +29%
MA
34
Mutual Advisors
Nebraska
$8.37M +$325K +10,297 +4%
SA
35
Sovran Advisors
California
$7.93M +$434K +13,725 +6%
SB
36
Strategic Blueprint
Georgia
$7.75M +$519K +16,440 +7%
AWA
37
ARQ Wealth Advisors
Arizona
$7.56M
SIM
38
Stratos Investment Management
Ohio
$7.53M +$2.04M +64,551 +38%
DWMS
39
Dominguez Wealth Management Solutions
Virginia
$7.17M +$418K +13,228 +6%
LIWM
40
Long Island Wealth Management
New York
$6.81M -$42.9K -1,358 -0.6%
PWA
41
Prairie Wealth Advisors
Nebraska
$6.72M -$353K -11,162 -5%
LPL Financial
42
LPL Financial
California
$6.41M +$2.48M +78,372 +65%
MML Investors Services
43
MML Investors Services
Massachusetts
$6.11M -$621K -19,670 -9%
FD
44
Financial Designs
California
$5.99M +$129K +4,098 +2%
AWS
45
Atria Wealth Solutions
New York
$5.71M -$2.33M -73,629 -29%
VWA
46
Visionary Wealth Advisors
Illinois
$5.3M +$610K +19,297 +13%
CWAF
47
Core Wealth Advisors (Florida)
Florida
$5.22M +$850K +26,905 +20%
Truist Financial
48
Truist Financial
North Carolina
$4.98M +$2.92M +92,517 +147%
4WM
49
4J Wealth Management
Virginia
$4.94M +$2.8M +88,531 +135%
HIW
50
Holos Integrated Wealth
Pennsylvania
$4.75M +$524K +16,578 +13%