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Innovator Defined Wealth Shield ETF
BALT

Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
201
Vestia Personal Wealth Advisors
Indiana
$466K – – –
SMAM
202
Sugar Maple Asset Management
Wisconsin
$452K – – –
AA
203
ACT Advisors
North Carolina
$448K – – –
MCC
204
Money Concepts Capital
Florida
$442K +$155K +4,603 +53%
WMP
205
Wealth Management Partners
Arizona
$436K +$49.8K +1,481 +13%
PS
206
Principal Securities
Iowa
$435K +$437K +12,997 New
DBRC
207
D.B. Root & Company
Pennsylvania
$429K +$53.7K +1,597 +14%
SA
208
Sanctuary Advisors
Indiana
$422K -$87K -2,586 -17%
PIAS
209
PCA Investment Advisory Services
Ohio
$419K – – –
MW
210
MBL Wealth
North Carolina
$418K – – –
MW
211
Maia Wealth
Colorado
$402K -$189K -5,627 -32%
CA
212
COFG Advisors
Illinois
$395K +$12.5K +371 +3%
IA
213
IFP Advisors
Florida
$385K +$29K +863 +8%
FNWA
214
Financial Network Wealth Advisors
Utah
$369K +$12.4K +369 +3%
IWS
215
Intentional Wealth Strategies
Colorado
$359K +$360K +10,715 New
GSAM
216
Grant Street Asset Management
Pennsylvania
$352K -$8.41K -250 -2%
IA
217
Inspire Advisors
Idaho
$351K +$353K +10,488 New
VIM
218
Vista Investment Management
Pennsylvania
$350K – – –
NAS
219
NWF Advisory Services
California
$347K +$78.9K +2,345 +29%
BW
220
Balance Wealth
Ohio
$344K -$428K -12,715 -55%
CAG
221
Csenge Advisory Group
Florida
$343K +$118K +3,502 +52%
CA
222
Cambridge Advisors
Nebraska
$335K +$15.1K +450 +5%
XPN
223
XY Planning Network
Montana
$332K +$334K +9,920 New
BPW
224
BLVD Private Wealth
Kentucky
$320K -$6.19K -184 -2%
FCFC
225
First Commonwealth Financial Corp
Pennsylvania
$320K – – –
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9
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