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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$921K +$87.4K +3,123 +10%
HighTower Advisors
52
HighTower Advisors
Illinois
$915K +$174K +6,200 +23%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$822K +$61.6K +2,200 +8%
VIM
54
Vista Investment Management
Pennsylvania
$737K
USCWA
55
U.S. Capital Wealth Advisors
Texas
$733K +$96.6K +3,450 +15%
TC
56
TownSquare Capital
Utah
$724K +$730K +26,058 New
TF
57
Trek Financial
Arizona
$720K -$490K -17,495 -40%
CA
58
Cambridge Advisors
Nebraska
$661K +$224K +8,006 +51%
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$613K +$209K +7,478 +51%
PCA
60
Pallas Capital Advisors
Massachusetts
$602K +$608K +21,702 New
DBRC
61
D.B. Root & Company
Pennsylvania
$587K +$212K +7,566 +56%
CBFP
62
Cedar Brook Financial Partners
Ohio
$558K +$127K +4,528 +29%
OIA
63
OneDigital Investment Advisors
Kansas
$500K
CA
64
Cetera Advisors
Colorado
$483K +$45.2K +1,615 +10%
WP
65
WealthPLAN Partners
Nebraska
$446K -$61.7K -2,205 -12%
SWA
66
Stratos Wealth Advisors
Ohio
$383K -$14.6K -520 -4%
NA
67
NewEdge Advisors
Louisiana
$361K -$56K -2,000 -13%
IA
68
IFP Advisors
Florida
$347K -$8.48K -303 -2%
BTI
69
Blue Trust Inc
Georgia
$310K +$311K +11,120 New
WAS
70
Wealth Advisory Solutions
Indiana
$294K -$446K -15,935 -60%
KBC
71
Key Bridge Compliance
$294K +$296K +10,582 New
GS
72
GTS Securities
Florida
$237K +$239K +8,539 New
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$212K
FIM
74
Freedom Investment Management
Connecticut
$201K -$50.5K -1,803 -20%
GIA
75
GHP Investment Advisors
Colorado
$70K +$70.2K +2,508 New