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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$8.26M +$1.85M +54,471 +29%
TWP
52
Triad Wealth Partners
Kansas
$7.99M +$3.02M +88,638 +62%
RWS
53
Rochester Wealth Strategies
Michigan
$7.52M +$7.46M +219,349 New
FFA
54
Farther Finance Advisors
California
$7.5M +$131K +3,842 +2%
PCA
55
Prosperity Capital Advisors
Ohio
$7.26M -$386K -11,334 -5%
IFG
56
Independent Financial Group
California
$7.07M +$819K +24,067 +13%
BAM
57
Belpointe Asset Management
Nevada
$7.01M +$31.6K +928 +0.5%
JCM
58
Jacobi Capital Management
Pennsylvania
$7.01M +$4.85M +142,413 +229%
SA
59
Sovran Advisors
California
$6.99M -$2.55M -75,002 -27%
AWA
60
ARQ Wealth Advisors
Arizona
$6.85M +$6.78M +199,224 New
MML Investors Services
61
MML Investors Services
Massachusetts
$6.49M -$2.61M -76,697 -29%
SPC
62
Sigma Planning Corp
Michigan
$6.42M -$1.55M -45,414 -20%
AAP
63
Arax Advisory Partners
Colorado
$6.34M +$6.03M +177,144 +2,251%
HIW
64
Holos Integrated Wealth
Pennsylvania
$6.31M +$519K +15,264 +9%
Truist Financial
65
Truist Financial
North Carolina
$6.29M +$831K +24,432 +15%
CIAS
66
Capital Investment Advisory Services
North Carolina
$6.18M +$376K +11,043 +7%
PWA
67
Prairie Wealth Advisors
Nebraska
$6.08M
MYIA
68
Mount Yale Investment Advisors
Colorado
$5.69M +$293K +8,626 +5%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$5.67M +$292K +8,593 +5%
KWM
70
KFG Wealth Management
Indiana
$5.52M +$404K +11,888 +8%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$5.4M +$272K +7,994 +5%
BWM
72
Brown Wealth Management
Illinois
$5.34M +$287K +8,425 +6%
EH
73
Equitable Holdings
New York
$5.28M +$1.71M +50,203 +48%
RG
74
RHL Group
Michigan
$5.24M +$5.25M +154,203 New
CW
75
Code Waechter
Florida
$5.24M +$456K +13,412 +10%