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ZFEB

Innovator Equity Defined Protection ETF - 1 Yr February

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
Reliant Wealth Planning
Kentucky
$960K +$940K +39,381 New
CB
27
Chris Bulman
California
$854K +$293K +12,270 +54%
IFG
28
Independent Financial Group
California
$800K -$62.4K -2,613 -7%
APW
29
Atlantic Private Wealth
North Carolina
$729K +$53.2K +2,229 +8%
W
30
WPWealth
Texas
$644K
LPL Financial
31
LPL Financial
California
$593K +$581K +24,324 New
IWM
32
IMG Wealth Management
Florida
$591K +$15.9K +664 +3%
SWP
33
Summit Wealth Partners
Florida
$581K
Osaic Holdings
34
Osaic Holdings
Arizona
$522K +$104K +4,336 +25%
CVA
35
Central Valley Advisors
California
$485K +$475K +19,892 New
CCFM
36
Clear Creek Financial Management
Washington
$473K +$463K +19,401 New
VFPW
37
Vantage Financial Partners (Wisconsin)
Wisconsin
$473K +$174K +7,287 +60%
KWM
38
KFG Wealth Management
Indiana
$459K +$25.9K +1,085 +6%
ABWM
39
Alpine Bank Wealth Management
Colorado
$457K +$448K +18,750 New
CA
40
Continuum Advisory
Idaho
$456K +$264K +11,060 +145%
DC
41
Davenport & Co
Virginia
$432K +$423K +17,734 New
SWP
42
Sagespring Wealth Partners
Tennessee
$364K +$356K +14,924 New
TC
43
Truvestments Capital
Florida
$356K
EWM
44
Evolution Wealth Management
Florida
$354K +$347K +14,519 New
BTWM
45
Brass Tax Wealth Management
Ohio
$350K +$83.6K +3,500 +32%
Citadel Advisors
46
Citadel Advisors
Florida
$345K +$338K +14,152 New
SWGC
47
Summit Wealth Group (Colorado)
Colorado
$344K +$337K +14,123 New
CWS
48
Cypress Wealth Services
California
$331K +$324K +13,574 New
AIA
49
AssuredPartners Investment Advisors
Florida
$322K +$316K +13,220 New
CF
50
Crosspoint Financial
California
$320K