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ZDEK

Innovator Equity Defined Protection ETF - 1 Yr December

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$371K +$69.1K +2,711 +23%
RIL
52
Rothschild Investment LLC
Illinois
$365K -$25.5K -1,000 -7%
RAS
53
RPS Advisory Solutions
Kentucky
$351K +$57.1K +2,239 +20%
ASN
54
Advisory Services Network
Georgia
$337K +$283K +11,096 +555%
VCM
55
Virtue Capital Management
Tennessee
$304K +$302K +11,831 New
WIA
56
World Investment Advisors
California
$296K
CW
57
CreativeOne Wealth
Kansas
$270K +$267K +10,472 New
FCFC
58
First Commonwealth Financial Corp
Pennsylvania
$268K
SC
59
Sykon Capital
New York
$267K +$265K +10,390 New
IWM
60
IMG Wealth Management
Florida
$264K +$52.6K +2,061 +25%
SWP
61
Sagespring Wealth Partners
Tennessee
$260K
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$255K +$252K +9,900 New
PGF
63
Plan Group Financial
Oklahoma
$251K +$248K +9,738 New
LAM
64
Lifestyle Asset Management
Texas
$235K +$233K +9,146 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$231K
CNBT
66
Canandaigua National Bank & Trust
New York
$225K +$222K +8,723 New
BPA
67
Beacon Pointe Advisors
California
$224K -$198K -7,779 -47%
SPIA
68
Steward Partners Investment Advisory
New York
$216K -$20.1K -790 -9%
PWM
69
Peak Wealth Management
New Hampshire
$214K +$212K +8,320 New
CB
70
Chris Bulman
California
$213K
AWM
71
Axxcess Wealth Management
California
$201K +$199K +7,803 New
AF
72
Advisornet Financial
Minnesota
$200K
OC
73
Optima Capital
Oregon
$192K +$190K +7,458 New
EWM
74
Evolution Wealth Management
Florida
$157K
SAG
75
SageView Advisory Group
California
$144K +$143K +5,600 New