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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
151
Core Wealth Advisors (Florida)
Florida
$636K -$4.65M -143,351 -88%
RPSA
152
Richard P. Slaughter Associates
Texas
$630K +$624K +19,207 New
MW
153
Maia Wealth
Colorado
$599K +$119K +3,671 +25%
AIM
154
Advyzon Investment Management
Illinois
$590K +$56.5K +1,741 +11%
SA
155
Sanctuary Advisors
Indiana
$573K
KWS
156
Keystone Wealth Services
California
$561K -$49.3K -1,519 -8%
SC
157
Syon Capital
California
$560K +$554K +17,074 New
SI
158
Stephens Inc
Arkansas
$554K +$18K +555 +3%
BCA
159
Bay Colony Advisors
Massachusetts
$533K +$93.8K +2,888 +22%
CIA
160
Concurrent Investment Advisors
Florida
$496K +$125K +3,840 +34%
CAP
161
Columbia Advisory Partners
Washington
$495K +$490K +15,090 New
PWM
162
Partners Wealth Management
California
$479K -$127K -3,917 -21%
Mariner
163
Mariner
Kansas
$476K -$14.5K -447 -3%
SC
164
Sykon Capital
New York
$462K +$129K +3,959 +39%
MW
165
MBL Wealth
North Carolina
$458K +$453K +13,945 New
VPWA
166
Vestia Personal Wealth Advisors
Indiana
$457K +$190K +5,862 +73%
SMAM
167
Sugar Maple Asset Management
Wisconsin
$443K +$438K +13,500 New
AA
168
ACT Advisors
North Carolina
$439K
PIAS
169
PCA Investment Advisory Services
Ohio
$415K
PHWM
170
Pine Harbor Wealth Management
Maryland
$388K +$384K +11,827 New
KFGG
171
Keystone Financial Group (Georgia)
Georgia
$378K -$96.6K -2,976 -21%
DBRC
172
D.B. Root & Company
Pennsylvania
$368K +$99.5K +3,065 +38%
EWM
173
Elmwood Wealth Management
California
$368K
AQR Capital Management
174
AQR Capital Management
Connecticut
$363K
GSAM
175
Grant Street Asset Management
Pennsylvania
$356K -$15.6K -479 -4%