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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Merit Financial Group
Georgia
$2.33M -$1.39M -41,983 -38%
BWM
102
BCS Wealth Management
Tennessee
$2.14M +$929K +28,107 +79%
BPA
103
Beacon Pointe Advisors
California
$2.12M +$110K +3,335 +6%
IIA
104
Integral Investment Advisors
California
$2.08M +$215K +6,504 +12%
VFPW
105
Vantage Financial Partners (Wisconsin)
Wisconsin
$2M +$683K +20,648 +53%
FWWM
106
Fiscal Wisdom Wealth Management
Connecticut
$1.96M +$12.6K +380 +0.7%
CFP
107
Comprehensive Financial Planning
Pennsylvania
$1.89M -$120K -3,630 -6%
SWP
108
Sagespring Wealth Partners
Tennessee
$1.83M +$986K +29,833 +120%
MSFS
109
Main Street Financial Solutions
Pennsylvania
$1.8M
SOS
110
Silver Oak Securities
Tennessee
$1.79M -$49K -1,482 -3%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.73M +$217K +6,561 +15%
CB
112
Chris Bulman
California
$1.73M +$28.6K +865 +2%
CAL
113
Capital Analysts LLC
Pennsylvania
$1.72M -$8.2K -248 -0.5%
JSL
114
JT Stratford LLC
Georgia
$1.64M +$438K +13,244 +37%
RIL
115
Rothschild Investment LLC
Illinois
$1.62M +$46.3K +1,400 +3%
RA
116
RiverTree Advisors
Florida
$1.6M +$609K +18,423 +63%
IA
117
Integrity Alliance
Iowa
$1.59M +$209K +6,313 +15%
TCM
118
Triumph Capital Management
Colorado
$1.57M -$361K -10,915 -19%
GFA
119
Gallagher Fiduciary Advisors
Illinois
$1.57M -$32.7K -990 -2%
FHC
120
First Heartland Consultants
Missouri
$1.54M +$180K +5,443 +13%
FOR
121
Family Office Research
Maryland
$1.49M +$1.47M +44,445 New
CA
122
CGN Advisors
Kansas
$1.49M +$481K +14,544 +49%
RRA
123
Red Reef Advisors
Florida
$1.48M +$1.46M +44,042 New
EMAM
124
Encompass More Asset Management
California
$1.42M +$229K +6,941 +20%
BIG
125
Brookwood Investment Group
Arizona
$1.42M -$9.88K -299 -0.7%