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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
76
Independent Wealth Network
Iowa
$270K +$266K +9,439 New
FA
77
Fermata Advisors
California
$233K +$230K +8,172 New
FIM
78
Freedom Investment Management
Connecticut
$224K +$16.9K +599 +8%
PCA
79
Pallas Capital Advisors
Massachusetts
$209K -$405K -14,377 -66%
LFAS
80
Level Four Advisory Services
Texas
$204K +$202K +7,156 New
BFEC
81
Benjamin F. Edwards & Company
Missouri
$192K -$783K -27,813 -81%
CWAF
82
Core Wealth Advisors (Florida)
Florida
$149K +$147K +5,230 New
SPIA
83
Steward Partners Investment Advisory
New York
$127K +$125K +4,429 New
GIA
84
GHP Investment Advisors
Colorado
$71.7K
CJ
85
Caitlin John
Michigan
$42.3K +$41.7K +1,479 New
CPA
86
Clear Point Advisors
New York
$28.6K +$28.2K +1,000 New
CFGS
87
Concourse Financial Group Securities
Alabama
$23K +$12.5K +445 +124%
PS
88
Principal Securities
Iowa
$21.5K +$21.2K +754 New
OCM
89
Orion Capital Management
California
$7.03K +$6.93K +246 New
HIA
90
Harbor Investment Advisory
Maryland
$6.06K
UBS Group
91
UBS Group
Switzerland
$4.91K -$1.71M -60,647 -100%
JP Morgan Chase
92
JP Morgan Chase
New York
$2.86K -$3.53M -125,155 -100%
CIAS
93
Capital Investment Advisory Services
North Carolina
$1.14K
DFA
94
DHJJ Financial Advisors
Illinois
$1.14K
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
-$1.41M -50,750 Closed
TCM
96
Triumph Capital Management
Colorado
-$1.09M -39,341 Closed
TC
97
TownSquare Capital
Utah
-$724K -26,058 Closed
CA
98
Cambridge Advisors
Nebraska
-$661K -23,774 Closed
DBRC
99
D.B. Root & Company
Pennsylvania
-$587K -21,126 Closed
NA
100
NewEdge Advisors
Louisiana
-$361K -12,989 Closed