We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Diversify Wealth Management
Utah
$2.62M +$2.6M +77,251 New
SEIA
102
Signature Estate & Investment Advisors
California
$2.57M +$158K +4,698 +7%
FFN
103
Focus Financial Network
Minnesota
$2.55M +$72.8K +2,164 +3%
MFG
104
Merit Financial Group
Georgia
$2.42M +$90.1K +2,678 +4%
CA
105
Cannon Advisors
North Carolina
$2.3M -$33.3K -991 -1%
JCM
106
Jacobi Capital Management
Pennsylvania
$2.08M +$2.09M +62,155 New
CFP
107
Comprehensive Financial Planning
Pennsylvania
$2.08M +$194K +5,768 +10%
AI
108
Atria Investments
North Carolina
$2.06M -$301K -8,947 -13%
TWM
109
Tradition Wealth Management
Minnesota
$1.93M +$1.64M +48,610 +536%
GS
110
GWN Securities
Florida
$1.92M +$725K +21,567 +60%
S
111
SignatureFD
Georgia
$1.86M +$547K +16,256 +41%
TCM
112
Triumph Capital Management
Colorado
$1.85M +$281K +8,344 +18%
SWP
113
Sagespring Wealth Partners
Tennessee
$1.83M +$706 +21 +0%
MSFS
114
Main Street Financial Solutions
Pennsylvania
$1.8M -$1.55K -46 -0.1%
BIG
115
Brookwood Investment Group
Arizona
$1.8M +$383K +11,392 +27%
IIA
116
Integral Investment Advisors
California
$1.75M -$321K -9,550 -15%
JSL
117
JT Stratford LLC
Georgia
$1.75M +$111K +3,300 +7%
FWWM
118
Fiscal Wisdom Wealth Management
Connecticut
$1.74M -$217K -6,457 -11%
PAG
119
Private Advisor Group
New Jersey
$1.74M +$959K +28,524 +122%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.73M
GFA
121
Gallagher Fiduciary Advisors
Illinois
$1.69M +$125K +3,726 +8%
CB
122
Chris Bulman
California
$1.69M -$36.7K -1,090 -2%
RIL
123
Rothschild Investment LLC
Illinois
$1.67M +$50.5K +1,500 +3%
PFS
124
Prospera Financial Services
Texas
$1.6M +$1.13M +33,670 +238%
RA
125
RiverTree Advisors
Florida
$1.59M -$9.86K -293 -0.6%