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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$6.91M +$172K +5,193 +3%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.66M +$667K +20,188 +11%
PWA
53
Prairie Wealth Advisors
Nebraska
$6.48M -$6.57M -198,855 Closed
SIM
54
Stratos Investment Management
Ohio
$6.18M -$293K -8,851 -5%
AWM
55
Axxcess Wealth Management
California
$5.83M +$5.75M +173,873 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$5.8M +$261K +7,910 +5%
BAM
57
Belpointe Asset Management
Nevada
$5.67M -$104K -3,150 -2%
KPWS
58
Kestra Private Wealth Services
Texas
$5.64M +$215K +6,509 +4%
HIW
59
Holos Integrated Wealth
Pennsylvania
$5.53M +$307K +9,287 +6%
Truist Financial
60
Truist Financial
North Carolina
$5.43M +$1.15M +34,737 +27%
PCA
61
Prosperity Capital Advisors
Ohio
$5.28M -$23.2M -700,888 -82%
WW
62
Winnow Wealth
Texas
$5.07M -$308K -9,306 -6%
BWM
63
Brown Wealth Management
Illinois
$4.83M
WA
64
Whipplewood Advisors
Colorado
$4.77M -$6.94K -210 -0.1%
TF
65
Trek Financial
Arizona
$4.75M +$314K +9,496 +7%
KWM
66
KFG Wealth Management
Indiana
$4.56M +$997K +30,147 +28%
AFP
67
Ausdal Financial Partners
Iowa
$4.54M +$2.58M +78,046 +136%
BFG
68
Beacon Financial Group
Texas
$4.52M +$566K +17,128 +15%
CA
69
CoreCap Advisors
Michigan
$4.45M +$498K +15,079 +13%
FD
70
Financial Designs
California
$4.42M -$1.84M -55,724 -30%
CW
71
Code Waechter
Florida
$4.33M -$75.9K -2,297 -2%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$4.21M +$1.3M +39,350 +46%
SPIA
73
Steward Partners Investment Advisory
New York
$4.07M +$196K +5,929 +5%
ACS
74
Archford Capital Strategies
Illinois
$4.02M +$135K +4,092 +4%
DC
75
Davenport & Co
Virginia
$3.78M +$167K +5,060 +5%