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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFWM
201
Bright Futures Wealth Management
New York
$340K
BA
202
Bellwether Advisors
Nebraska
$340K +$336K +10,155 New
MWM
203
Modern Wealth Management
Kansas
$340K
Ameriprise
204
Ameriprise
Minnesota
$337K +$333K +10,064 New
BPW
205
BLVD Private Wealth
Kentucky
$327K +$9.26K +280 +3%
FCFC
206
First Commonwealth Financial Corp
Pennsylvania
$320K
CA
207
Cambridge Advisors
Nebraska
$320K
KFAS
208
Keating Financial Advisory Services
Kansas
$313K +$308K +9,331 New
TWM
209
Tradition Wealth Management
Minnesota
$304K +$19.6K +592 +7%
EWA
210
EverSource Wealth Advisors
Alabama
$302K +$298K +9,027 New
WAM
211
Worth Asset Management
Texas
$301K +$44.5K +1,346 +18%
NB
212
NBT Bank
New York
$297K
AAP
213
Arax Advisory Partners
Colorado
$293K +$289K +8,746 New
MCC
214
Money Concepts Capital
Florida
$289K +$285K +8,613 New
Morgan Stanley
215
Morgan Stanley
New York
$280K +$121K +3,666 +78%
CWM
216
Castle Wealth Management
Florida
$277K
GWANC
217
Guardian Wealth Advisors (North Carolina)
North Carolina
$273K +$269K +8,150 New
NAS
218
NWF Advisory Services
California
$269K +$62.7K +1,898 +31%
VCM
219
Virtue Capital Management
Tennessee
$262K +$168K +5,079 +187%
DAS
220
Dynamic Advisor Solutions
Arizona
$261K +$258K +7,799 New
TLA
221
Tanglewood Legacy Advisors
Texas
$260K +$257K +7,760 New
W
222
WorthPointe
California
$255K -$1.98K -60 -0.8%
NF
223
Nikulski Financial
Iowa
$255K -$3.31K -100 -1%
NS
224
NBC Securities
Alabama
$250K
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$247K +$243K +7,357 New