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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$814K
KAS
27
Kestra Advisory Services
Texas
$797K +$91.3K +3,354 +13%
BCM
28
Brookstone Capital Management
Illinois
$723K +$434K +15,954 +164%
FA
29
FC Advisory
Pennsylvania
$603K +$32.9K +1,210 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$575K +$135K +4,948 +32%
AF
31
Advisornet Financial
Minnesota
$573K
MSFS
32
Main Street Financial Solutions
Pennsylvania
$533K
Citadel Advisors
33
Citadel Advisors
Florida
$532K +$514K +18,882 New
GWM
34
Geneos Wealth Management
Colorado
$526K +$87.1K +3,200 +21%
BTWM
35
Brass Tax Wealth Management
Ohio
$486K -$12.5K -460 -3%
TWM
36
Tradition Wealth Management
Minnesota
$454K
AFGAS
37
Allegiance Financial Group Advisory Services
Virginia
$436K
FPAS
38
Focus Partners Advisor Solutions
Missouri
$436K +$421K +15,488 New
AF
39
Allworth Financial
California
$434K
MW
40
Maia Wealth
Colorado
$429K +$952 +35 +0.2%
JSA
41
Jim Saulnier & Associates
Colorado
$408K
KWM
42
Kingsview Wealth Management
Oregon
$391K
LPL Financial
43
LPL Financial
California
$380K +$367K +13,478 New
BCM
44
Beck Capital Management
Texas
$370K -$3.35K -123 -0.9%
FA
45
FSA Advisors
Michigan
$355K +$343K +12,615 New
GEA
46
Glen Eagle Advisors
New Jersey
$352K
SPIA
47
Steward Partners Investment Advisory
New York
$335K +$30.7K +1,128 +10%
ASN
48
Advisory Services Network
Georgia
$331K +$317K +11,659 New
SFA
49
Souders Financial Advisors
Ohio
$330K +$318K +11,694 New
CW
50
CreativeOne Wealth
Kansas
$306K -$46.9K -1,723 -14%