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ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IMG Wealth Management
Florida
$247K
DI
52
Diligent Investors
California
$240K
CPIG
53
Chicago Partners Investment Group
Illinois
$231K
FFA
54
Farther Finance Advisors
California
$222K -$721K -26,923 -76%
MSFS
55
Main Street Financial Solutions
Pennsylvania
$218K
IA
56
IFP Advisors
Florida
$218K
JP Morgan Chase
57
JP Morgan Chase
New York
$214K +$216K +8,082 New
TWM
58
TopTier Wealth Management
Wisconsin
$212K
Barclays
59
Barclays
United Kingdom
$148K +$74.5K +2,783 +100%
FNWA
60
Financial Network Wealth Advisors
Utah
$126K
KCM
61
Key Capital Management
Tennessee
$119K +$120K +4,467 New
EWM
62
Evermay Wealth Management
Virginia
$79.9K
AF
63
Allworth Financial
California
$61.3K
HI
64
Harbour Investments
Wisconsin
$51.4K -$290K -10,829 -85%
IWS
65
Intentional Wealth Strategies
Colorado
$27.6K +$27.8K +1,037 New
CAL
66
Capital Analysts LLC
Pennsylvania
$27K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$27K +$1.07K +40 +4%
NWMP
68
Noble Wealth Management PBC
Colorado
$26.6K
DFA
69
DHJJ Financial Advisors
Illinois
$14.3K
CA
70
CoreCap Advisors
Michigan
$13.8K
KFG
71
Kingdom Financial Group
Arizona
$6.9K +$6.94K +259 New
LAS
72
Lloyd Advisory Services
Georgia
$6.9K +$6.94K +259 New
NA
73
Networth Advisors
Pennsylvania
$6.71K +$6.75K +252 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$5.33K
ACA
75
Aptus Capital Advisors
Alabama
$5.06K