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ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$552K -$774K -28,000 -58%
CWA
27
Continuum Wealth Advisors
New York
$521K
WAS
28
Wealth Advisory Solutions
Indiana
$480K
MSFS
29
Main Street Financial Solutions
Pennsylvania
$435K +$436K +15,765 New
BPA
30
Beacon Pointe Advisors
California
$406K +$59.6K +2,158 +17%
SC
31
Syon Capital
California
$401K +$401K +14,524 New
GEA
32
Glen Eagle Advisors
New Jersey
$400K -$15K -542 -4%
LAA
33
Liberty Atlantic Advisors
Texas
$398K
WA
34
Waverly Advisors
Alabama
$386K
CCFM
35
Clear Creek Financial Management
Washington
$386K +$386K +13,982 New
CPIG
36
Chicago Partners Investment Group
Illinois
$380K +$375K +13,579 New
CW
37
CreativeOne Wealth
Kansas
$371K +$138K +4,976 +59%
IWS
38
Intentional Wealth Strategies
Colorado
$351K +$352K +12,733 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$350K +$350K +12,670 New
AFP
40
Ausdal Financial Partners
Iowa
$324K +$94K +3,400 +41%
KA
41
Kovack Advisors
Florida
$318K +$29.7K +1,076 +10%
TWM
42
Tradition Wealth Management
Minnesota
$316K +$82.9K +3,001 +36%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$300K +$301K +10,890 New
SFA
44
Souders Financial Advisors
Ohio
$298K +$298K +10,800 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$296K +$296K +10,700 New
FPWM
46
Five Pine Wealth Management
Idaho
$295K +$295K +10,680 New
SC
47
Sykon Capital
New York
$292K +$293K +10,600 New
AA
48
Apriem Advisors
California
$268K
CA
49
CGN Advisors
Kansas
$267K
PS
50
Principal Securities
Iowa
$259K +$259K +9,381 New