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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
126
Vestia Personal Wealth Advisors
Indiana
$253K
W
127
WorthPointe
California
$252K -$178K -5,708 -42%
GIA
128
Gladstone Institutional Advisory
Florida
$239K
AAP
129
Arax Advisory Partners
Colorado
$236K +$234K +7,512 New
SAW
130
Signal Advisors Wealth
Michigan
$235K
DBRC
131
D.B. Root & Company
Pennsylvania
$231K +$229K +7,361 New
PWM
132
Palumbo Wealth Management
New York
$224K +$222K +7,123 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$216K +$214K +6,870 New
Creative Planning
134
Creative Planning
Kansas
$208K -$208K -6,661 -50%
CWA
135
Continuum Wealth Advisors
New York
$204K
Bank of America
136
Bank of America
North Carolina
$187K
LIS
137
Legacy Investment Solutions
Idaho
$84.6K
LWMI
138
Legacy Wealth Management (Idaho)
Idaho
$84.6K
GIA
139
GHP Investment Advisors
Colorado
$78.8K
WP
140
WealthShield Partners
North Carolina
$65.7K -$16.4K -526 -20%
CJ
141
Caitlin John
Michigan
$45.8K -$3.93K -126 -8%
William Blair & Company
142
William Blair & Company
Illinois
$37.7K +$37.4K +1,200 New
PS
143
Principal Securities
Iowa
$30K
Wells Fargo
144
Wells Fargo
California
$25.7K +$25.5K +818 New
BA
145
Bellwether Advisors
Nebraska
$24.4K +$24.2K +775 New
Jones Financial Companies
146
Jones Financial Companies
Missouri
$20.3K +$20.1K +645 New
JP Morgan Chase
147
JP Morgan Chase
New York
$19.9K +$3.21K +103 +19%
IA
148
IFG Advisory
Georgia
$14.6K +$468K +15,000 New
GRP
149
Global Retirement Partners
California
$12.1K
Morgan Stanley
150
Morgan Stanley
New York
$10.8K -$16.7K -536 -61%