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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
$724K +$67K +1,991 +10%
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$696K +$355K +10,554 +103%
CG
178
CFO4Life Group
Texas
$673K -$414K -12,305 -38%
NW
179
NewEdge Wealth
Pennsylvania
$666K +$669K +19,903 New
AO
180
Advisor OS
Illinois
$632K +$635K +18,881 New
RPSA
181
Richard P. Slaughter Associates
Texas
$629K +$60.8K +1,807 +11%
AIM
182
Advyzon Investment Management
Illinois
$619K +$18.9K +563 +3%
SEA
183
Stegent Equity Advisors
Texas
$605K -$663K -19,702 -52%
PHWM
184
Pine Harbor Wealth Management
Maryland
$600K
SA
185
Sonoma Allocations
California
$597K
DI
186
Disciplined Investments
Oklahoma
$595K
SI
187
Stirlingshire Investments
New York
$582K -$19.1K -568 -3%
JP Morgan Chase
188
JP Morgan Chase
New York
$574K -$135M -4,008,756 -100%
Betterment LLC
189
Betterment LLC
New York
$574K -$101K -3,006 -15%
SC
190
Syon Capital
California
$571K
TLA
191
Tanglewood Legacy Advisors
Texas
$558K +$299K +8,900 +115%
FHA
192
Flagship Harbor Advisors
Massachusetts
$553K +$556K +16,520 New
WAM
193
Worth Asset Management
Texas
$534K +$235K +6,995 +78%
FFG
194
Fortune Financial Group
Florida
$534K +$201K +5,966 +60%
RFG
195
Range Financial Group
Oregon
$524K +$22.3K +664 +4%
SWP
196
Summit Wealth Partners
Florida
$510K +$512K +15,226 New
FFA
197
Fortune Financial Advisors
Kansas
$507K +$510K +15,155 New
CCAL
198
City Center Advisors LLC
Michigan
$483K +$486K +14,445 New
BCA
199
Bay Colony Advisors
Massachusetts
$476K -$78.7K -2,341 -14%
SFG
200
Sovereign Financial Group
Connecticut
$476K +$70.2K +2,087 +17%