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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
$5.42M +$613K +18,864 +13%
KPWS
52
Kestra Private Wealth Services
Texas
$5.31M +$730K +22,488 +16%
WW
53
Winnow Wealth
Texas
$5.22M +$5.14M +158,327 New
HIW
54
Holos Integrated Wealth
Pennsylvania
$5.08M +$294K +9,050 +6%
4WM
55
4J Wealth Management
Virginia
$4.78M -$276K -8,485 -6%
BWM
56
Brown Wealth Management
Illinois
$4.73M +$349K +10,745 +8%
WA
57
Whipplewood Advisors
Colorado
$4.68M +$182K +5,616 +4%
AIC
58
Archer Investment Corporation
Indiana
$4.67M +$4.62M +142,189 New
TF
59
Trek Financial
Arizona
$4.35M -$103K -3,167 -2%
CW
60
Code Waechter
Florida
$4.31M +$1.23M +37,997 +41%
Truist Financial
61
Truist Financial
North Carolina
$4.18M -$906K -27,916 -18%
CA
62
CoreCap Advisors
Michigan
$3.87M +$2.6M +79,949 +211%
BFG
63
Beacon Financial Group
Texas
$3.86M +$259K +7,969 +7%
ACS
64
Archford Capital Strategies
Illinois
$3.81M +$1.68M +51,725 +81%
SPIA
65
Steward Partners Investment Advisory
New York
$3.79M +$130K +4,013 +4%
WIA
66
World Investment Advisors
California
$3.73M -$42K -1,292 -1%
MFG
67
Merit Financial Group
Georgia
$3.66M -$285K -8,778 -7%
MAM
68
Milestone Asset Management
Pennsylvania
$3.57M -$46.9K -1,443 -1%
DC
69
Davenport & Co
Virginia
$3.53M +$626K +19,287 +22%
RA
70
RFG Advisory
Alabama
$3.48M -$126K -3,875 -4%
KWM
71
KFG Wealth Management
Indiana
$3.48M +$1.53M +47,103 +80%
IAS
72
Integrity Advisory Solutions
Texas
$3.4M +$3.37M +103,714 New
M1FG
73
Mach-1 Financial Group
Arkansas
$3.4M +$3.37M +103,714 New
CFCI
74
Comprehensive Financial Consultants Institutional
Indiana
$3M +$114K +3,496 +4%
OIA
75
OneDigital Investment Advisors
Kansas
$2.94M +$967K +29,789 +50%