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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMO
176
Integrated Wealth Management (Ohio)
Ohio
$817K +$74.9K +2,201 +10%
PWM
177
Palumbo Wealth Management
New York
$792K -$12.9K -379 -2%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$789K -$35.4K -1,041 -4%
BWS
179
BFI Wealth Solutions
Texas
$789K -$21.1K -620 -3%
CWMK
180
Caliber Wealth Management (Kansas)
Kansas
$787K +$781K +22,958 New
NW
181
NewEdge Wealth
Pennsylvania
$771K +$88.1K +2,590 +13%
SP
182
Sequent Planning
Nebraska
$764K +$15.3K +450 +2%
IWM
183
IHT Wealth Management
Illinois
$748K -$300K -8,808 -29%
SMC
184
Smith, Moore & Co
Missouri
$747K -$6.94K -204 -0.9%
RWM
185
Ritholtz Wealth Management
New York
$742K
RPSA
186
Richard P. Slaughter Associates
Texas
$720K +$75.3K +2,214 +12%
AIA
187
AssuredPartners Investment Advisors
Florida
$717K +$399K +11,714 +127%
ATPW
188
Ashton Thomas Private Wealth
Arizona
$714K -$49.2K -1,447 -6%
GF
189
GTS Financial
Minnesota
$710K -$92.3K -2,712 -11%
Betterment LLC
190
Betterment LLC
New York
$705K +$116K +3,423 +20%
AO
191
Advisor OS
Illinois
$698K +$51K +1,500 +8%
VPWA
192
Vestia Personal Wealth Advisors
Indiana
$692K +$214K +6,276 +45%
AIM
193
Advyzon Investment Management
Illinois
$682K +$47K +1,382 +7%
RFG
194
Range Financial Group
Oregon
$645K +$108K +3,172 +20%
SI
195
Stirlingshire Investments
New York
$634K +$38.4K +1,130 +7%
JP Morgan Chase
196
JP Morgan Chase
New York
$622K +$33.6K +989 +6%
SEA
197
Stegent Equity Advisors
Texas
$619K
PHWM
198
Pine Harbor Wealth Management
Maryland
$614K
DI
199
Disciplined Investments
Oklahoma
$609K
AAS
200
Ameritas Advisory Services
Nebraska
$597K +$593K +17,423 New