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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$1.21M +$1.2M +35,197 New
VL
152
Vima LLC
Michigan
$1.2M +$1.2M +35,149 New
CIA
153
Concurrent Investment Advisors
Florida
$1.15M +$239K +7,017 +27%
MOS
154
MGO One Seven
Ohio
$1.14M -$102K -3,000 -8%
ASN
155
Advisory Services Network
Georgia
$1.13M +$113K +3,325 +11%
JRPIM
156
Journey Retirement Planning & Investment Management
Idaho
$1.08M +$44.9K +1,321 +4%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$1.08M +$9.15K +269 +0.9%
AF
158
Allworth Financial
California
$1.08M +$13.7K +403 +1%
KFG
159
Kelly Financial Group
Connecticut
$1.07M +$269K +7,900 +34%
BEI
160
Benjamin Edwards Inc
Missouri
$1.06M -$50.1K -1,472 -5%
BWM
161
BCS Wealth Management
Tennessee
$1.05M -$14.4K -422 -1%
BTI
162
Blue Trust Inc
Georgia
$1.03M -$47.6K -1,398 -4%
TWM
163
TopTier Wealth Management
Wisconsin
$1.01M -$6.16K -181 -0.6%
SW
164
Simplicity Wealth
New Jersey
$1.01M +$1M +29,449 New
SA
165
Sonoma Allocations
California
$994K +$380K +11,181 +63%
RRA
166
Red Reef Advisors
Florida
$984K -$399K -11,740 -29%
SC
167
Sykon Capital
New York
$971K +$183K +5,366 +23%
CA
168
Claro Advisors
Massachusetts
$954K -$314K -9,225 -25%
GGS
169
Galvin Gaustad & Stein
Arizona
$953K +$40.8K +1,198 +5%
IA
170
Integrity Alliance
Iowa
$952K -$507K -14,897 -35%
MWP
171
Madison Wealth Partners
Wisconsin
$941K -$2.55K -75 -0.3%
SI
172
Stephens Inc
Arkansas
$926K +$104K +3,055 +13%
CWAF
173
Core Wealth Advisors (Florida)
Florida
$911K +$135K +3,967 +18%
ST
174
Somerset Trust
Pennsylvania
$892K +$886K +26,043 New
VPF
175
Vantage Point Financial
Illinois
$846K -$183K -5,386 -18%