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ZJAN

Innovator Equity Defined Protection ETF - 1 Yr January

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$2.05M +$164K +6,070 +9%
Raymond James Financial
2
Raymond James Financial
Florida
$1.53M +$180K +6,647 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.31M +$110K +4,057 +9%
MA
4
Mutual Advisors
Nebraska
$1.23M -$207K -7,636 -15%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.14M -$40.3K -1,489 -3%
Cerity Partners
6
Cerity Partners
New York
$1.06M
CWMK
7
Caliber Wealth Management (Kansas)
Kansas
$1M +$992K +36,616 New
Osaic Holdings
8
Osaic Holdings
Arizona
$925K +$356K +13,134 +63%
KWM
9
KFG Wealth Management
Indiana
$689K -$5.01K -185 -0.7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$664K +$156K +5,752 +31%
LWA
11
Lineweaver Wealth Advisors
Ohio
$653K
CVA
12
Central Valley Advisors
California
$634K +$343K +12,646 +120%
FFA
13
Farther Finance Advisors
California
$530K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$522K -$182K -6,720 -26%
TWM
15
Tradition Wealth Management
Minnesota
$501K
AWM
16
AE Wealth Management
Kansas
$473K -$8.43K -311 -2%
OMC
17
Old Mission Capital
Illinois
$446K -$69.5K -2,564 -14%
SAG
18
SageView Advisory Group
California
$437K +$29.3K +1,081 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$436K +$187K +6,903 +76%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$426K
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$407K -$29.5K -1,088 -7%
CWG
22
Cornerstone Wealth Group
North Carolina
$373K -$211K -7,785 -36%
PCA
23
Prosperity Capital Advisors
Ohio
$323K +$3.68K +136 +1%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$319K
AIC
25
Archer Investment Corporation
Indiana
$295K -$53K -1,956 -15%