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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Ameritas Advisory Services
Nebraska
$223K +$59.4K +1,829 +37%
GIA
202
Gladstone Institutional Advisory
Florida
$217K
AWA
203
Acorn Wealth Advisors
Michigan
$216K +$213K +6,574 New
CWA
204
Continuum Wealth Advisors
New York
$213K
OC
205
Optima Capital
Oregon
$207K +$205K +6,309 New
Betterment LLC
206
Betterment LLC
New York
$207K +$205K +6,309 New
NAS
207
NWF Advisory Services
California
$201K +$199K +6,115 New
PS
208
Principal Securities
Iowa
$191K +$44.5K +1,370 +31%
APCM
209
Alaska Permanent Capital Management
Alaska
$170K
Morgan Stanley
210
Morgan Stanley
New York
$154K +$11.6K +356 +8%
LWMI
211
Legacy Wealth Management (Idaho)
Idaho
$145K +$62.9K +1,936 +78%
GWM
212
Geneos Wealth Management
Colorado
$90.4K +$89.4K +2,754 New
GIA
213
GHP Investment Advisors
Colorado
$82.3K
CJ
214
Caitlin John
Michigan
$77.6K +$76.8K +2,364 New
WP
215
WealthShield Partners
North Carolina
$68.7K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$57.5K +$56.9K +1,751 New
NWMP
217
Noble Wealth Management PBC
Colorado
$39.4K +$39K +1,200 New
GF
218
GGM Financials
Ohio
$33.3K +$32.9K +1,014 New
LFG
219
Larson Financial Group
Missouri
$19.5K -$13.3K -411 -41%
MAM
220
MMA Asset Management
Pennsylvania
$15.5K +$15.3K +472 New
AssetMark Inc
221
AssetMark Inc
California
$15.1K +$14.9K +459 New
GRP
222
Global Retirement Partners
California
$12.6K
MCM
223
MAI Capital Management
Ohio
$9.39K
HBW
224
Hazlett, Burt & Watson
West Virginia
$4K -$38.2K -1,177 -91%
WSFS
225
Wilmington Savings Fund Society
Delaware
$1.9K