We are live on ! Find out more
ZDEK icon

Innovator Equity Defined Protection ETF - 1 Yr December

Name Holding Trade Value Shares
Change
Change in
Stake
Orion Portfolio Solutions
26
Orion Portfolio Solutions
Nebraska
$830K +$841K +35,063 New
TF
27
Trek Financial
Arizona
$812K +$387K +16,131 +89%
BTWM
28
Brass Tax Wealth Management
Ohio
$728K +$250K +10,445 +51%
Capital Analysts LLC
29
Capital Analysts LLC
Pennsylvania
$725K +$94.6K +3,946 +15%
MFGM
30
Marshall Financial Group (Maryland)
Maryland
$699K +$708K +29,520 New
AIA
31
AssuredPartners Investment Advisors
Florida
$670K +$301K +12,537 +79%
IA
32
Integrity Alliance
Iowa
$647K +$655K +27,336 New
Independent Financial Group
33
Independent Financial Group
California
$578K – – –
AFGAS
34
Allegiance Financial Group Advisory Services
Virginia
$536K – – –
FA
35
FSA Advisors
Michigan
$535K +$542K +22,593 New
IWS
36
Integrity Wealth Solutions
Colorado
$496K +$502K +20,940 New
AWA
37
Authentikos Wealth Advisory
California
$482K +$488K +20,365 New
Csenge Advisory Group
38
Csenge Advisory Group
Florida
$475K +$162K +6,741 +50%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$472K -$160K -6,676 -25%
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$432K – – –
LWA
41
Lineweaver Wealth Advisors
Ohio
$405K – – –
IA
42
IFG Advisors
Missouri
$395K – – –
Chicago Partners Investment Group
43
Chicago Partners Investment Group
Illinois
$368K +$370K +15,433 New
RIL
44
Rothschild Investment LLC
Illinois
$360K – – –
TWM
45
Tradition Wealth Management
Minnesota
$334K -$69.5K -2,899 -17%
HCA
46
Heck Capital Advisors
Wisconsin
$315K +$319K +13,300 New
FWM
47
FSR Wealth Management
Illinois
$309K – – –
AF
48
Advisornet Financial
Minnesota
$307K +$311K +12,966 New
FI
49
FWG Investments
Kentucky
$307K -$13.4K -558 -4%
Cary Street Partners
50
Cary Street Partners
Virginia
$289K +$293K +12,200 New