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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
76
Delta Investment Management
California
$496K -$2.57M -87,258 -84%
SB
77
Strategic Blueprint
Georgia
$483K +$102K +3,465 +27%
MFG
78
Merit Financial Group
Georgia
$479K -$8.53K -290 -2%
FFN
79
Focus Financial Network
Minnesota
$477K +$464K +15,770 New
CIAS
80
Capital Investment Advisory Services
North Carolina
$442K +$432K +14,667 +36,668%
WAS
81
Wealth Advisory Solutions
Indiana
$440K -$1.12K -38 -0.3%
W
82
WorthPointe
California
$393K +$385K +13,096 New
BCI
83
Brinker Capital Investments
Pennsylvania
$378K +$371K +12,603 New
OPS
84
Orion Portfolio Solutions
Nebraska
$378K +$371K +12,603 New
AWA
85
Arete Wealth Advisors
Illinois
$365K +$58.9K +2,000 +20%
AFP
86
Ausdal Financial Partners
Iowa
$360K +$352K +11,975 New
SMC
87
Smith, Moore & Co
Missouri
$357K +$103K +3,500 +42%
AF
88
Allworth Financial
California
$347K +$338K +11,500 New
Citadel Advisors
89
Citadel Advisors
Florida
$322K -$102K -3,452 -24%
VIM
90
Vista Investment Management
Pennsylvania
$318K -$4.86K -165 -2%
CA
91
Claro Advisors
Massachusetts
$317K +$310K +10,540 New
MW
92
Maia Wealth
Colorado
$314K +$305K +10,357 New
BTI
93
Blue Trust Inc
Georgia
$303K
FHC
94
First Heartland Consultants
Missouri
$297K +$291K +9,889 New
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$292K +$7.65K +260 +3%
FIM
96
Freedom Investment Management
Connecticut
$286K +$280K +9,523 New
CAM
97
Clark Asset Management
New Hampshire
$286K +$280K +9,515 New
Goldman Sachs
98
Goldman Sachs
New York
$270K +$265K +8,989 New
WFPG
99
Waller Financial Planning Group
Ohio
$240K +$235K +8,000 New
EMAM
100
Encompass More Asset Management
California
$235K -$5.3K -180 -2%