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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$1.41M +$1.94K +67 +0.1%
LIWM
52
Long Island Wealth Management
New York
$1.35M +$209K +7,233 +19%
BPA
53
Beacon Pointe Advisors
California
$1.35M +$407K +14,081 +44%
SOS
54
Silver Oak Securities
Tennessee
$1.26M +$528K +18,254 +74%
BWM
55
BCS Wealth Management
Tennessee
$1.18M -$43.1K -1,492 -4%
DAS
56
Diversify Advisory Services
Utah
$1.13M +$1.12M +38,750 New
AWA
57
Arkadios Wealth Advisors
Georgia
$1.06M +$1.05M +36,327 New
HighTower Advisors
58
HighTower Advisors
Illinois
$1M
CBFP
59
Cedar Brook Financial Partners
Ohio
$952K +$353K +12,205 +60%
CA
60
CoreCap Advisors
Michigan
$864K +$8.36K +289 +1%
RIA
61
Regal Investment Advisors
Michigan
$797K +$787K +27,231 New
USCWA
62
U.S. Capital Wealth Advisors
Texas
$795K -$65.6K -2,270 -8%
TCM
63
Triumph Capital Management
Colorado
$728K +$720K +24,894 New
CFCI
64
Comprehensive Financial Consultants Institutional
Indiana
$646K +$200K +6,924 +46%
VFPW
65
Vantage Financial Partners (Wisconsin)
Wisconsin
$646K
PHWM
66
Pine Harbor Wealth Management
Maryland
$645K +$55.2K +1,908 +9%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$544K +$538K +18,599 New
BCA
68
Bay Colony Advisors
Massachusetts
$527K +$176K +6,070 +51%
HIC
69
Hartline Investment Corp
Illinois
$527K +$521K +18,002 New
OIA
70
OneDigital Investment Advisors
Kansas
$527K
BW
71
Bison Wealth
Georgia
$519K +$512K +17,722 New
SWA
72
Stratos Wealth Advisors
Ohio
$498K +$13.6K +470 +3%
MFG
73
Merit Financial Group
Georgia
$474K +$470K +16,242 New
NA
74
NewEdge Advisors
Louisiana
$454K +$449K +15,514 New
WAS
75
Wealth Advisory Solutions
Indiana
$430K +$425K +14,691 New