We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF
BALT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
101
Applied Capital
Arkansas
$1.16M +$481K +15,240 +72%
BIG
102
Brookwood Investment Group
Arizona
$1.15M +$163K +5,171 +17%
BWM
103
BCS Wealth Management
Tennessee
$1.15M -$304K -9,639 -21%
BTI
104
Blue Trust Inc
Georgia
$1.14M -$12K -380 -1%
PI
105
Pachira Investments
California
$1.13M +$14.8K +467 +1%
TWP
106
Triad Wealth Partners
Kansas
$1.12M +$493K +15,616 +80%
DAS
107
Diversify Advisory Services
Utah
$1.12M -$3.16K -100 -0.3%
AFP
108
Ausdal Financial Partners
Iowa
$1.1M +$167K +5,274 +18%
CA
109
Continuum Advisory
Idaho
$1.1M +$562K +17,805 +108%
PWP
110
Prasad Wealth Partners
Ohio
$1.09M +$5.02K +159 +0.5%
AF
111
Allworth Financial
California
$1.09M +$257K +8,146 +32%
VFPW
112
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.08M -$112K -3,551 -10%
BEI
113
Benjamin Edwards Inc
Missouri
$1.08M +$1.06M +33,617 New
JSL
114
JT Stratford LLC
Georgia
$1.06M +$1.05M +33,145 New
MWP
115
Madison Wealth Partners
Wisconsin
$1.03M -$299K -9,463 -23%
EMAM
116
Encompass More Asset Management
California
$1M +$241K +7,638 +32%
RA
117
RiverTree Advisors
Florida
$991K -$31K -980 -3%
CA
118
Claro Advisors
Massachusetts
$956K +$69.3K +2,195 +8%
AWA
119
Arkadios Wealth Advisors
Georgia
$950K -$443K -14,012 -32%
WAS
120
Wealth Advisory Solutions
Indiana
$895K -$24.8K -786 -3%
W
121
WPWealth
Texas
$873K +$860K +27,219 New
SL
122
SWMG LLC
Texas
$867K – – –
FHC
123
First Heartland Consultants
Missouri
$846K +$103K +3,259 +14%
CW
124
CreativeOne Wealth
Kansas
$835K +$822K +26,031 New
BW
125
Balance Wealth
Ohio
$821K +$133K +4,205 +20%
3 4
5
6 7