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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
51
Vista Investment Management
Pennsylvania
$739K -$465K -16,909 -39%
SOS
52
Silver Oak Securities
Tennessee
$721K +$1.62K +59 +0.2%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$639K +$631K +22,923 New
WP
54
WealthPLAN Partners
Nebraska
$509K -$6.88K -250 -1%
OIA
55
OneDigital Investment Advisors
Kansas
$502K +$110K +4,000 +29%
CA
56
Cambridge Advisors
Nebraska
$440K +$28.7K +1,043 +7%
CA
57
Cetera Advisors
Colorado
$439K +$161K +5,839 +59%
CBFP
58
Cedar Brook Financial Partners
Ohio
$433K +$20.8K +755 +5%
NA
59
NewEdge Advisors
Louisiana
$418K +$143K +5,200 +53%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$411K +$34.8K +1,265 +9%
VFPW
61
Vantage Financial Partners (Wisconsin)
Wisconsin
$407K
SWA
62
Stratos Wealth Advisors
Ohio
$399K +$7.59K +276 +2%
DBRC
63
D.B. Root & Company
Pennsylvania
$378K +$47K +1,710 +14%
IA
64
IFP Advisors
Florida
$357K +$35.8K +1,300 +11%
Truist Financial
65
Truist Financial
North Carolina
$315K -$25.2K -915 -8%
FIM
66
Freedom Investment Management
Connecticut
$252K -$11.6K -421 -4%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$213K -$107K -3,875 -34%
PCM
68
Penserra Capital Management
California
$20K +$19.8K +718 New
Morgan Stanley
69
Morgan Stanley
New York
$15.3K -$1.38K -50 -8%
JP Morgan Chase
70
JP Morgan Chase
New York
$12.5K -$30.1K -1,096 -71%
AAP
71
Arax Advisory Partners
Colorado
$4.94K -$468 -17 -9%
WAM
72
Worth Asset Management
Texas
$4.52K +$743 +27 +20%
MA
73
MAS Advisors
Florida
-$1.68M -61,724 Closed
RPSA
74
Richard P. Slaughter Associates
Texas
-$402K -14,759 Closed
BPA
75
Beacon Pointe Advisors
California
-$266K -9,774 Closed