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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$13.5M +$10.2M +315,155 +324%
LPL Financial
27
LPL Financial
California
$13.1M +$6.45M +198,722 +99%
CFS
28
CRA Financial Services
New Jersey
$12.8M +$2.2M +67,802 +21%
CPC
29
Consolidated Planning Corp
Georgia
$12.4M +$321K +9,898 +3%
PWM
30
PTM Wealth Management
United States
$11.1M +$548K +16,861 +5%
GEA
31
Glen Eagle Advisors
New Jersey
$11.1M +$1.62M +49,954 +17%
SWA
32
Stratos Wealth Advisors
Ohio
$10.6M +$896K +27,590 +9%
VWA
33
Visionary Wealth Advisors
Illinois
$10.4M +$4.96M +152,689 +92%
CVA
34
Central Valley Advisors
California
$10.3M +$33.6K +1,034 +0.3%
KAS
35
Kestra Advisory Services
Texas
$9.51M -$480K -14,791 -5%
WCAMG
36
Woodard & Company Asset Management Group
North Carolina
$9.42M -$72.7K -2,239 -0.8%
MML Investors Services
37
MML Investors Services
Massachusetts
$8.95M +$2.66M +81,970 +43%
SPC
38
Sigma Planning Corp
Michigan
$8.71M -$1.23M -37,837 -12%
SA
39
Sovran Advisors
California
$8.47M +$333K +10,260 +4%
SB
40
Strategic Blueprint
Georgia
$8.22M +$294K +9,062 +4%
MA
41
Mutual Advisors
Nebraska
$8.05M -$461K -14,196 -5%
DWMS
42
Dominguez Wealth Management Solutions
Virginia
$7.99M +$645K +19,861 +9%
LIWM
43
Long Island Wealth Management
New York
$7.83M +$853K +26,269 +12%
IFG
44
Independent Financial Group
California
$6.6M -$3.81M -117,415 -37%
PWA
45
Prairie Wealth Advisors
Nebraska
$6.53M -$343K -10,564 -5%
SIM
46
Stratos Investment Management
Ohio
$6.34M -$1.35M -41,508 -18%
FD
47
Financial Designs
California
$6.2M +$30.6K +942 +0.5%
FFA
48
Farther Finance Advisors
California
$5.94M +$3.51M +108,167 +148%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$5.86M +$1.52M +46,670 +35%
BAM
50
Belpointe Asset Management
Nevada
$5.66M +$5.6M +172,407 New