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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$415K +$88.4K +3,056 +27%
LPL Financial
77
LPL Financial
California
$401K +$78K +2,698 +25%
CWAF
78
Core Wealth Advisors (Florida)
Florida
$393K +$237K +8,195 +157%
SB
79
Strategic Blueprint
Georgia
$369K +$365K +12,615 New
KPWS
80
Kestra Private Wealth Services
Texas
$342K -$1.09M -37,629 -76%
MWP
81
Madison Wealth Partners
Wisconsin
$318K +$35.3K +1,220 +13%
VIM
82
Vista Investment Management
Pennsylvania
$315K
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$315K
BTI
84
Blue Trust Inc
Georgia
$303K -$22.3K -772 -7%
AWA
85
Arete Wealth Advisors
Illinois
$297K +$294K +10,150 New
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$276K +$273K +9,448 New
SMC
87
Smith, Moore & Co
Missouri
$245K +$242K +8,378 New
EMAM
88
Encompass More Asset Management
California
$235K -$41.3K -1,429 -15%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$224K -$112K -3,875 -34%
LFAS
90
Level Four Advisory Services
Texas
$204K
FA
91
Fermata Advisors
California
$203K -$36.1K -1,247 -15%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$196K
CA
93
Continuum Advisory
Idaho
$152K +$150K +5,194 New
CFGS
94
Concourse Financial Group Securities
Alabama
$100K +$75.8K +2,620 +325%
SPIA
95
Steward Partners Investment Advisory
New York
$99K -$30.3K -1,047 -24%
GIA
96
GHP Investment Advisors
Colorado
$73.4K
CJ
97
Caitlin John
Michigan
$39.5K -$3.76K -130 -9%
CPA
98
Clear Point Advisors
New York
$29.3K
JP Morgan Chase
99
JP Morgan Chase
New York
$28.9K +$25.7K +888 +888%
PS
100
Principal Securities
Iowa
$22.1K