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ZDEK

Innovator Equity Defined Protection ETF - 1 Yr December

Name Holding Trade Value Shares
Change
Change in
Stake
TF
26
Trek Financial
Arizona
$812K +$387K +16,131 +89%
BTWM
27
Brass Tax Wealth Management
Ohio
$728K +$250K +10,445 +51%
CAL
28
Capital Analysts LLC
Pennsylvania
$725K +$94.6K +3,946 +15%
MFGM
29
Marshall Financial Group (Maryland)
Maryland
$699K +$708K +29,520 New
AIA
30
AssuredPartners Investment Advisors
Florida
$670K +$301K +12,537 +79%
IA
31
Integrity Alliance
Iowa
$647K +$655K +27,336 New
IFG
32
Independent Financial Group
California
$578K
AFGAS
33
Allegiance Financial Group Advisory Services
Virginia
$536K
FA
34
FSA Advisors
Michigan
$535K +$542K +22,593 New
IWS
35
Integrity Wealth Solutions
Colorado
$496K +$502K +20,940 New
AWA
36
Authentikos Wealth Advisory
California
$482K +$488K +20,365 New
CAG
37
Csenge Advisory Group
Florida
$475K +$162K +6,741 +50%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$472K -$160K -6,676 -25%
VFPW
39
Vantage Financial Partners (Wisconsin)
Wisconsin
$432K
LWA
40
Lineweaver Wealth Advisors
Ohio
$405K
IA
41
IFG Advisors
Missouri
$395K
CPIG
42
Chicago Partners Investment Group
Illinois
$368K +$370K +15,433 New
RIL
43
Rothschild Investment LLC
Illinois
$360K
TWM
44
Tradition Wealth Management
Minnesota
$334K -$69.5K -2,899 -17%
HCA
45
Heck Capital Advisors
Wisconsin
$315K +$319K +13,300 New
FWM
46
FSR Wealth Management
Illinois
$309K
AF
47
Advisornet Financial
Minnesota
$307K +$311K +12,966 New
FI
48
FWG Investments
Kentucky
$307K -$13.4K -558 -4%
CSP
49
Cary Street Partners
Virginia
$289K +$293K +12,200 New
WS
50
Wedbush Securities
California
$284K +$24K +1,000 +9%