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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
76
Bison Wealth
Georgia
$733K +$183K +6,046 +34%
MFG
77
Merit Financial Group
Georgia
$732K +$236K +7,791 +49%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$706K +$25.7K +846 +4%
BCA
79
Bay Colony Advisors
Massachusetts
$693K +$59.3K +1,954 +10%
SB
80
Strategic Blueprint
Georgia
$653K +$154K +5,085 +32%
SWA
81
Stratos Wealth Advisors
Ohio
$601K +$6.22K +205 +1%
OCFG
82
O'Connor Financial Group
Illinois
$557K +$28K +922 +5%
CPP
83
Capasso Planning Partners
South Carolina
$547K +$33.5K +1,106 +7%
PHWM
84
Pine Harbor Wealth Management
Maryland
$539K -$139K -4,588 -21%
AFP
85
Ausdal Financial Partners
Iowa
$525K +$154K +5,067 +42%
ASN
86
Advisory Services Network
Georgia
$519K
FHC
87
First Heartland Consultants
Missouri
$498K +$190K +6,275 +63%
WAS
88
Wealth Advisory Solutions
Indiana
$449K -$3.09K -102 -0.7%
BCI
89
Brinker Capital Investments
Pennsylvania
$435K +$45.8K +1,511 +12%
OPS
90
Orion Portfolio Solutions
Nebraska
$435K +$45.8K +1,511 +12%
HAS
91
HBW Advisory Services
California
$427K +$420K +13,841 New
W
92
WorthPointe
California
$423K +$19.4K +640 +5%
AA
93
ACT Advisors
North Carolina
$413K +$406K +13,388 New
GFA
94
Gallagher Fiduciary Advisors
Illinois
$410K +$403K +13,297 New
Creative Planning
95
Creative Planning
Kansas
$409K +$402K +13,267 New
SMC
96
Smith, Moore & Co
Missouri
$395K +$28.3K +932 +8%
FA
97
Fermata Advisors
California
$386K +$175K +5,780 +86%
AWA
98
Arete Wealth Advisors
Illinois
$375K
AF
99
Allworth Financial
California
$374K +$19.5K +642 +6%
EMAM
100
Encompass More Asset Management
California
$349K +$106K +3,481 +44%