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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$63.3M +$20.9M +689,520 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.1M +$1.04M +34,217 +2%
KWM
3
Kingsview Wealth Management
Oregon
$51M +$43.6M +1,438,282 +670%
Osaic Holdings
4
Osaic Holdings
Arizona
$41.4M +$5.1M +168,234 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.7M +$13.9M +457,963 +76%
MFG
6
MTM Financial Group
Pennsylvania
$20.4M +$104K +3,422 +0.5%
BCM
7
Brookstone Capital Management
Illinois
$19.2M -$408K -13,455 -2%
CWG
8
Crown Wealth Group
North Carolina
$19.1M +$10.5M +344,520 +125%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$18.4M +$1.02M +33,542 +6%
PCA
10
Prosperity Capital Advisors
Ohio
$16.5M -$2.27M -75,002 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.2M +$8.8M +290,228 +144%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$12.5M +$4.54M +149,832 +58%
SS
13
Sunbelt Securities
Texas
$11.8M +$16.9K +557 +0.1%
CF
14
Centaurus Financial
California
$11.3M +$1.26M +41,698 +13%
PCS
15
Personal CFO Solutions
New Jersey
$9.55M +$185K +6,106 +2%
KAS
16
Kestra Advisory Services
Texas
$8.58M +$1.27M +42,017 +18%
MA
17
Mutual Advisors
Nebraska
$7.57M -$3.11M -102,438 -30%
CFS
18
CRA Financial Services
New Jersey
$7.28M +$612K +20,165 +9%
FIA
19
Foundations Investment Advisors
Arizona
$6.75M +$3.84M +126,434 +136%
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$6.38M +$6.1M +200,943 +3,346%
DWMS
21
Dominguez Wealth Management Solutions
Virginia
$6.23M -$236K -7,784 -4%
FD
22
Financial Designs
California
$5.56M -$124K -4,091 -2%
AWS
23
Atria Wealth Solutions
New York
$5.13M +$261K +8,608 +5%
SPC
24
Sigma Planning Corp
Michigan
$4.52M +$1.25M +41,138 +39%
RJA
25
Raymond James & Associates
Florida
$4.27M +$393K +12,946 +10%