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ZJAN

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%
FFA
27
Farther Finance Advisors
California
$513K -$15.7K -571 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$443K +$447K +16,316 New
SAG
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
Truist Financial
34
Truist Financial
North Carolina
$355K +$89.3K +3,257 +33%
CFCI
35
Comprehensive Financial Consultants Institutional
Indiana
$338K +$94.9K +3,462 +39%
ASN
36
Advisory Services Network
Georgia
$336K +$112K +4,102 +50%
CIA
37
Concurrent Investment Advisors
Florida
$330K +$331K +12,090 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$318K
IFG
39
Independent Financial Group
California
$281K
CA
40
CGN Advisors
Kansas
$277K +$279K +10,175 New
MFG
41
MTM Financial Group
Pennsylvania
$271K +$7.68K +280 +3%
SFA
42
Sequoia Financial Advisors
Ohio
$265K
CCFM
43
Clear Creek Financial Management
Washington
$261K +$263K +9,587 New
CA
44
CoreCap Advisors
Michigan
$256K -$9.38K -342 -4%
AF
45
Advisornet Financial
Minnesota
$249K -$1.51K -55 -0.6%
FIA
46
Foundations Investment Advisors
Arizona
$234K +$235K +8,570 New
KWM
47
Kingsview Wealth Management
Oregon
$233K -$3.21K -117 -1%
MFG
48
Merit Financial Group
Georgia
$231K +$232K +8,478 New
AC
49
Applied Capital
Arkansas
$220K +$221K +8,073 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$217K +$218K +7,960 New