We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Sovereign Financial Group
Connecticut
$590K +$102K +3,011 +21%
SC
202
Syon Capital
California
$585K
TLA
203
Tanglewood Legacy Advisors
Texas
$571K
MW
204
Maia Wealth
Colorado
$564K +$152K +4,455 +37%
WAM
205
Worth Asset Management
Texas
$560K +$12.5K +366 +2%
CG
206
CFO4Life Group
Texas
$559K -$129K -3,791 -19%
CCAL
207
City Center Advisors LLC
Michigan
$551K +$55.6K +1,635 +11%
FFG
208
Fortune Financial Group
Florida
$547K
SWP
209
Summit Wealth Partners
Florida
$514K -$7.52K -221 -1%
FFA
210
Fortune Financial Advisors
Kansas
$511K -$8.44K -248 -2%
TAP
211
Tounjian Advisory Partners
Florida
$505K +$501K +14,739 New
AA
212
Apriem Advisors
California
$501K +$497K +14,617 New
IA
213
Inspire Advisors
Idaho
$471K +$111K +3,269 +31%
SMAM
214
Sugar Maple Asset Management
Wisconsin
$463K
AA
215
ACT Advisors
North Carolina
$459K
VCM
216
Virtue Capital Management
Tennessee
$456K +$453K +13,313 New
DBRC
217
D.B. Root & Company
Pennsylvania
$442K +$3.3K +97 +0.8%
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$440K -$405K -11,897 -48%
MCC
219
Money Concepts Capital
Florida
$436K -$17.1K -503 -4%
VT
220
Vise Technologies
New York
$427K +$424K +12,459 New
WMP
221
Wealth Management Partners
Arizona
$424K -$22K -646 -5%
QCM
222
Quantinno Capital Management
New York
$417K +$414K +12,171 New
PIAS
223
PCA Investment Advisory Services
Ohio
$411K -$17.7K -520 -4%
SAW
224
Signal Advisors Wealth
Michigan
$406K +$88.2K +2,591 +28%
W
225
WorthPointe
California
$400K +$139K +4,071 +54%