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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
CFO4Life Group
Texas
$1.09M +$1.1M +34,692 New
DAS
102
Diversify Advisory Services
Utah
$1.09M
PWP
103
Prasad Wealth Partners
Ohio
$1.06M +$164K +5,201 +18%
KWS
104
Keystone Wealth Services
California
$1.05M +$1.06M +33,469 New
RA
105
RiverTree Advisors
Florida
$1,000K -$17K -539 -2%
BIG
106
Brookwood Investment Group
Arizona
$967K +$973K +30,812 New
PWM
107
Palumbo Wealth Management
New York
$923K +$704K +22,298 +313%
AFP
108
Ausdal Financial Partners
Iowa
$914K +$244K +7,734 +36%
OIA
109
OneDigital Investment Advisors
Kansas
$904K +$97.9K +3,100 +12%
WAS
110
Wealth Advisory Solutions
Indiana
$900K +$318K +10,073 +54%
AWA
111
Arete Wealth Advisors
Illinois
$875K +$497K +15,723 +129%
CA
112
Claro Advisors
Massachusetts
$866K +$334K +10,565 +62%
SL
113
SWMG LLC
Texas
$840K +$60.2K +1,907 +8%
AF
114
Allworth Financial
California
$805K +$979 +31 +0.1%
SWP
115
Sagespring Wealth Partners
Tennessee
$796K +$801K +25,362 New
KFGG
116
Keystone Financial Group (Georgia)
Georgia
$791K +$793K +25,099 New
CPP
117
Capasso Planning Partners
South Carolina
$759K +$160K +5,063 +26%
EMAM
118
Encompass More Asset Management
California
$742K +$266K +8,433 +55%
MFG
119
Merit Financial Group
Georgia
$734K -$13.3K -422 -2%
FHC
120
First Heartland Consultants
Missouri
$725K +$32.6K +1,033 +5%
Mariner
121
Mariner
Kansas
$725K -$109K -3,466 -13%
HAS
122
HBW Advisory Services
California
$679K +$209K +6,610 +44%
BW
123
Balance Wealth
Ohio
$671K +$676K +21,396 New
AC
124
Applied Capital
Arkansas
$661K +$347K +10,993 +109%
WCAMG
125
Woodard & Company Asset Management Group
North Carolina
$658K +$181K +5,727 +38%