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Innovator Defined Wealth Shield ETF
BALT

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
101
Pine Harbor Wealth Management
Maryland
$541K -$7.79K -250 -1%
CA
102
Claro Advisors
Massachusetts
$535K +$202K +6,485 +61%
SMC
103
Smith, Moore & Co
Missouri
$511K +$108K +3,468 +27%
NWMP
104
Noble Wealth Management PBC
Colorado
$495K +$491K +15,740 New
WCAMG
105
Woodard & Company Asset Management Group
North Carolina
$479K -$5.97M -191,693 -93%
EMAM
106
Encompass More Asset Management
California
$478K +$122K +3,905 +34%
AWM
107
AE Wealth Management
Kansas
$478K +$474K +15,219 New
HAS
108
HBW Advisory Services
California
$472K +$37.2K +1,192 +9%
PI
109
Pachira Investments
California
$460K +$456K +14,627 New
SPIA
110
Steward Partners Investment Advisory
New York
$442K +$194K +6,234 +79%
MW
111
Maia Wealth
Colorado
$436K +$116K +3,726 +37%
PWM
112
Partners Wealth Management
California
$430K +$426K +13,672 New
AA
113
ACT Advisors
North Carolina
$421K – – –
AWA
114
Arete Wealth Advisors
Illinois
$382K – – –
PIAS
115
PCA Investment Advisory Services
Ohio
$371K +$368K +11,800 New
FA
116
Fermata Advisors
California
$334K -$58.8K -1,888 -15%
VIM
117
Vista Investment Management
Pennsylvania
$329K – – –
AC
118
Applied Capital
Arkansas
$316K +$314K +10,066 New
TWP
119
Triad Wealth Partners
Kansas
$315K +$313K +10,030 New
CFGS
120
Concourse Financial Group Securities
Alabama
$301K +$47.6K +1,527 +19%
PW
121
Paladin Wealth
Minnesota
$288K +$285K +9,154 New
SA
122
Sanctuary Advisors
Indiana
$285K +$280K +8,969 New
IAN
123
Integrated Advisors Network
Texas
$271K +$269K +8,624 New
FIM
124
Freedom Investment Management
Connecticut
$265K -$21.8K -698 -8%
CA
125
Continuum Advisory
Idaho
$257K – – –
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5
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