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Innovator Equity Defined Protection ETF - 1 Yr January

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$527K +$27.4K +1,000 +5%
Farther Finance Advisors
27
Farther Finance Advisors
California
$513K -$15.7K -571 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$443K +$447K +16,316 New
SageView Advisory Group
29
SageView Advisory Group
California
$436K – – –
Creative Planning
30
Creative Planning
Kansas
$436K +$438K +15,976 New
IAS
31
Integrity Advisory Solutions
Texas
$388K +$390K +14,220 New
CWG
32
Cornerstone Wealth Group
North Carolina
$378K – – –
SB
33
Strategic Blueprint
Georgia
$369K +$371K +13,526 New
SA
34
Spectrum Advisors
Texas
$368K +$370K +13,507 New
Truist Financial
35
Truist Financial
North Carolina
$355K +$89.3K +3,257 +33%
CFCI
36
Comprehensive Financial Consultants Institutional
Indiana
$338K +$94.9K +3,462 +39%
Advisory Services Network
37
Advisory Services Network
Georgia
$336K +$112K +4,102 +50%
Concurrent Investment Advisors
38
Concurrent Investment Advisors
Florida
$330K +$331K +12,090 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$318K – – –
Independent Financial Group
40
Independent Financial Group
California
$281K – – –
CA
41
CGN Advisors
Kansas
$277K +$279K +10,175 New
MFG
42
MTM Financial Group
Pennsylvania
$271K +$7.68K +280 +3%
Sequoia Financial Advisors
43
Sequoia Financial Advisors
Ohio
$265K – – –
CCFM
44
Clear Creek Financial Management
Washington
$261K +$263K +9,587 New
CoreCap Advisors
45
CoreCap Advisors
Michigan
$256K -$9.38K -342 -4%
AF
46
Advisornet Financial
Minnesota
$249K -$1.51K -55 -0.6%
Foundations Investment Advisors
47
Foundations Investment Advisors
Arizona
$234K +$235K +8,570 New
Kingsview Wealth Management
48
Kingsview Wealth Management
Oregon
$233K -$3.21K -117 -1%
Merit Financial Group
49
Merit Financial Group
Georgia
$231K +$232K +8,478 New
AC
50
Applied Capital
Arkansas
$220K +$221K +8,073 New