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Innovator Defined Wealth Shield ETF
BALT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Allworth Financial
California
$1.04M -$807 -24 -0.1%
IWM
152
IHT Wealth Management
Illinois
$1.03M -$43.7K -1,300 -4%
JRPIM
153
Journey Retirement Planning & Investment Management
Idaho
$1.01M -$1.97M -58,684 -66%
DAS
154
Dynamic Advisor Solutions
Arizona
$1.01M +$755K +22,434 +288%
VPF
155
Vantage Point Financial
Illinois
$1.01M +$57.1K +1,697 +6%
ASN
156
Advisory Services Network
Georgia
$996K +$10.3K +305 +1%
TWM
157
TopTier Wealth Management
Wisconsin
$992K +$14.4K +427 +1%
MWP
158
Madison Wealth Partners
Wisconsin
$922K +$50.5K +1,500 +6%
GGS
159
Galvin Gaustad & Stein
Arizona
$891K +$234K +6,957 +35%
CIA
160
Concurrent Investment Advisors
Florida
$883K -$58.6K -1,742 -6%
SL
161
SWMG LLC
Texas
$835K – – –
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$828K +$585K +17,381 +236%
CFS
163
Coordinated Financial Services
Colorado
$808K +$813K +24,159 New
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$806K +$202 +6 +0%
SI
165
Stephens Inc
Arkansas
$802K +$238K +7,063 +42%
BWS
166
BFI Wealth Solutions
Texas
$793K +$38.3K +1,139 +5%
PWM
167
Palumbo Wealth Management
New York
$786K -$609K -18,110 -44%
KFG
168
Kelly Financial Group
Connecticut
$783K +$419K +12,450 +114%
GF
169
GTS Financial
Minnesota
$779K +$835K +24,831 New
SC
170
Sykon Capital
New York
$769K +$137K +4,061 +21%
CWAF
171
Core Wealth Advisors (Florida)
Florida
$757K +$104K +3,081 +16%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$746K +$23.7K +704 +3%
SMC
173
Smith, Moore & Co
Missouri
$736K +$9.62K +286 +1%
SP
174
Sequent Planning
Nebraska
$731K +$639 +19 +0.1%
RWM
175
Ritholtz Wealth Management
New York
$725K – – –
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