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ZFEB

Innovator Equity Defined Protection ETF - 1 Yr February

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
PTM Wealth Management
United States
$254K
OC
77
Oppenheimer & Co
New York
$254K +$255K +10,000 New
FFA
78
Farther Finance Advisors
California
$253K -$43.2K -1,694 -15%
AA
79
Apriem Advisors
California
$241K
MSFS
80
Main Street Financial Solutions
Pennsylvania
$216K +$217K +8,515 New
CIA
81
Concurrent Investment Advisors
Florida
$206K +$206K +8,094 New
SA
82
Sovran Advisors
California
$202K +$200K +7,837 New
GEA
83
Glen Eagle Advisors
New Jersey
$192K -$79.6K -3,125 -29%
HIA
84
Harbor Investment Advisory
Maryland
$106K
GCP
85
Gill Capital Partners
Colorado
$96.5K +$96.8K +3,800 New
AF
86
Allworth Financial
California
$79.4K +$79.7K +3,128 New
PF
87
PlanVest Financial
Maryland
$49.7K +$49.9K +1,959 New
UBS Group
88
UBS Group
Switzerland
$47.3K +$40.9K +1,604 +624%
TCM
89
Triumph Capital Management
Colorado
$40.6K -$5.55K -218 -12%
EWM
90
Evermay Wealth Management
Virginia
$28.7K
SWM
91
SHP Wealth Management
Massachusetts
$26.5K
ACA
92
Aptus Capital Advisors
Alabama
$17.8K
GWANC
93
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.8K +$17.8K +700 New
NWMP
94
Noble Wealth Management PBC
Colorado
$15.2K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$14.9K
CAL
96
Capital Analysts LLC
Pennsylvania
$14K +$14.4K +567 New
SS
97
Sunbelt Securities
Texas
$5.33K
KFAS
98
Keating Financial Advisory Services
Kansas
$4.29K
CIAS
99
Capital Investment Advisory Services
North Carolina
$2.48K +$2.5K +98 New
OMC
100
Old Mission Capital
Illinois
-$752K -29,619 Closed