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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$4.7M +$1.17M +37,137 +34%
KPWS
52
Kestra Private Wealth Services
Texas
$4.47M +$4.4M +139,322 New
WA
53
Whipplewood Advisors
Colorado
$4.4M +$4.32M +136,903 +91,269%
TF
54
Trek Financial
Arizona
$4.35M +$225K +7,134 +6%
BWM
55
Brown Wealth Management
Illinois
$4.28M -$14.3K -453 -0.3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$4.23M +$1.3M +41,085 +45%
MFG
57
Merit Financial Group
Georgia
$3.86M +$3.06M +96,881 +414%
AA
58
Armis Advisers
Georgia
$3.83M +$264K +8,351 +8%
WIA
59
World Investment Advisors
California
$3.68M +$301K +9,529 +9%
SPIA
60
Steward Partners Investment Advisory
New York
$3.58M +$1.92M +60,866 +120%
MAM
61
Milestone Asset Management
Pennsylvania
$3.53M -$45.3K -1,435 -1%
RA
62
RFG Advisory
Alabama
$3.53M -$1.03M -32,548 -23%
BFG
63
Beacon Financial Group
Texas
$3.52M +$1.1M +34,882 +47%
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$3.43M +$3.45M +109,187 New
NA
65
NewEdge Advisors
Louisiana
$3.12M +$1.57M +49,841 +105%
CW
66
Code Waechter
Florida
$3M +$274K +8,670 +10%
DC
67
Davenport & Co
Virginia
$2.83M +$2.79M +88,343 New
CFCI
68
Comprehensive Financial Consultants Institutional
Indiana
$2.82M +$19.6K +619 +0.7%
RC
69
Rovin Capital
Arizona
$2.78M +$140K +4,447 +5%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$2.69M +$91.5K +2,896 +4%
SWA
71
SFMG Wealth Advisors
Texas
$2.64M
CTFG
72
Capstone Triton Financial Group
Oklahoma
$2.62M +$2.58M +81,782 New
FFA
73
Farther Finance Advisors
California
$2.34M +$745K +23,577 +48%
CA
74
Cannon Advisors
North Carolina
$2.28M +$106K +3,341 +5%
SOS
75
Silver Oak Securities
Tennessee
$2.15M -$295K -9,337 -12%