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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Snowden Capital Advisors
New York
$829K +$818K +24,748 New
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$807K +$35.1K +1,062 +5%
PAG
153
Private Advisor Group
New Jersey
$786K +$522K +15,792 +206%
BW
154
Balance Wealth
Ohio
$771K +$15.1K +457 +2%
CAP
155
Columbia Advisory Partners
Washington
$770K +$261K +7,902 +52%
BWS
156
BFI Wealth Solutions
Texas
$754K +$744K +22,515 New
SP
157
Sequent Planning
Nebraska
$732K -$131K -3,956 -15%
SMC
158
Smith, Moore & Co
Missouri
$727K
RWM
159
Ritholtz Wealth Management
New York
$726K
ATPW
160
Ashton Thomas Private Wealth
Arizona
$723K -$119K -3,601 -14%
AWA
161
Arete Wealth Advisors
Illinois
$706K +$11K +333 +2%
Betterment LLC
162
Betterment LLC
New York
$676K +$458K +13,851 +220%
CI
163
CacheTech Inc
Utah
$667K +$658K +19,915 New
GGS
164
Galvin Gaustad & Stein
Arizona
$659K +$650K +19,657 New
IWMO
165
Integrated Wealth Management (Ohio)
Ohio
$658K +$649K +19,646 New
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$657K +$296K +8,945 +84%
CWAF
167
Core Wealth Advisors (Florida)
Florida
$655K +$5.03K +152 +0.8%
SC
168
Sykon Capital
New York
$634K +$159K +4,822 +34%
KWS
169
Keystone Wealth Services
California
$621K +$46.7K +1,413 +8%
AIM
170
Advyzon Investment Management
Illinois
$601K -$1.35K -41 -0.2%
SI
171
Stirlingshire Investments
New York
$601K +$593K +17,946 New
SA
172
Sonoma Allocations
California
$601K -$107K -3,238 -15%
PHWM
173
Pine Harbor Wealth Management
Maryland
$600K +$201K +6,091 +52%
DI
174
Disciplined Investments
Oklahoma
$596K +$588K +17,784 New
MW
175
Maia Wealth
Colorado
$593K -$16.3K -492 -3%