We are live on ! Find out more
ZJAN icon

Innovator Equity Defined Protection ETF - 1 Yr January

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$541K – – –
FFA
27
Farther Finance Advisors
California
$465K -$60.2K -2,166 -12%
Creative Planning
28
Creative Planning
Kansas
$451K +$3.62K +130 +0.8%
SAG
29
SageView Advisory Group
California
$447K -$473 -17 -0.1%
CWG
30
Cornerstone Wealth Group
North Carolina
$382K – – –
SB
31
Strategic Blueprint
Georgia
$368K -$10.5K -376 -3%
Truist Financial
32
Truist Financial
North Carolina
$365K – – –
CFCI
33
Comprehensive Financial Consultants Institutional
Indiana
$347K – – –
ASN
34
Advisory Services Network
Georgia
$345K – – –
CIA
35
Concurrent Investment Advisors
Florida
$338K – – –
IAS
36
Integrity Advisory Solutions
Texas
$332K -$65.2K -2,346 -16%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$327K – – –
IFG
38
Independent Financial Group
California
$313K +$23.7K +854 +8%
AAP
39
Arax Advisory Partners
Colorado
$307K +$305K +10,956 New
KWM
40
Kingsview Wealth Management
Oregon
$297K +$57.2K +2,058 +24%
CA
41
CGN Advisors
Kansas
$285K – – –
MFG
42
MTM Financial Group
Pennsylvania
$279K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$274K -$182K -6,537 -40%
SFA
44
Sequoia Financial Advisors
Ohio
$272K – – –
CCFM
45
Clear Creek Financial Management
Washington
$268K – – –
CA
46
CoreCap Advisors
Michigan
$260K -$2.98K -107 -1%
AF
47
Advisornet Financial
Minnesota
$255K – – –
MFG
48
Merit Financial Group
Georgia
$237K – – –
AC
49
Applied Capital
Arkansas
$234K +$7.67K +276 +3%
CNBT
50
Canandaigua National Bank & Trust
New York
$227K +$225K +8,100 New