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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$3.75M +$192K +5,805 +5%
IAS
77
Integrity Advisory Solutions
Texas
$3.67M +$188K +5,693 +5%
MAM
78
Milestone Asset Management
Pennsylvania
$3.64M -$4.66K -141 -0.1%
EH
79
Equitable Holdings
New York
$3.53M +$3.48M +105,359 New
LOWM
80
Laurel Oak Wealth Management
New Jersey
$3.36M +$3.31M +100,235 New
PI
81
Pachira Investments
California
$3.29M +$1.86M +56,203 +133%
TWP
82
Triad Wealth Partners
Kansas
$3.28M +$520K +15,732 +19%
CFCI
83
Comprehensive Financial Consultants Institutional
Indiana
$3.17M +$98.2K +2,970 +3%
SWA
84
SFMG Wealth Advisors
Texas
$3.11M +$205K +6,208 +7%
CTFG
85
Capstone Triton Financial Group
Oklahoma
$3M +$286K +8,656 +11%
RC
86
Rovin Capital
Arizona
$2.98M +$38.9K +1,176 +1%
JRPIM
87
Journey Retirement Planning & Investment Management
Idaho
$2.98M +$2.94M +88,944 New
BRPW
88
Ballast Rock Private Wealth
South Carolina
$2.93M +$2.89M +87,379 New
CW
89
CreativeOne Wealth
Kansas
$2.81M +$1.9M +57,545 +219%
VC
90
Vicus Capital
Pennsylvania
$2.79M +$91.9K +2,781 +3%
NFS
91
NewCorp Financial Services
Georgia
$2.75M +$2.71M +82,115 New
NWWA
92
New Wave Wealth Advisors
Arkansas
$2.75M +$709K +21,462 +35%
DAS
93
Diversify Advisory Services
Utah
$2.66M +$581K +17,570 +29%
AC
94
Applied Capital
Arkansas
$2.56M +$590K +17,859 +30%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$2.52M +$2.42M +73,349 +4,189%
HAS
96
HBW Advisory Services
California
$2.48M +$410K +12,410 +20%
FFN
97
Focus Financial Network
Minnesota
$2.48M -$226K -6,830 -8%
SEIA
98
Signature Estate & Investment Advisors
California
$2.41M +$192K +5,799 +9%
AI
99
Atria Investments
North Carolina
$2.37M +$154K +4,660 +7%
CA
100
Cannon Advisors
North Carolina
$2.35M -$338K -10,219 -13%