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ZNOV

Innovator Equity Defined Protection ETF - 1 Yr November

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Summit Wealth Partners
Florida
$879K +$874K +32,940 New
EMAM
27
Encompass More Asset Management
California
$745K -$264K -9,954 -26%
KWM
28
KFG Wealth Management
Indiana
$730K +$726K +27,363 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$675K +$287K +10,808 +74%
CVA
30
Central Valley Advisors
California
$630K +$627K +23,633 New
PG
31
Prostatis Group
Maryland
$594K +$591K +22,267 New
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$584K +$331K +12,481 +132%
OMC
33
Old Mission Capital
Illinois
$530K -$430K -16,189 -45%
CNBT
34
Canandaigua National Bank & Trust
New York
$529K +$526K +19,825 New
IWMO
35
Integrated Wealth Management (Ohio)
Ohio
$518K +$515K +19,424 New
FA
36
FSA Advisors
Michigan
$500K +$288K +10,864 +138%
TF
37
Trek Financial
Arizona
$464K +$462K +17,393 New
AIC
38
Archer Investment Corporation
Indiana
$440K -$47.6K -1,793 -10%
CB
39
Chris Bulman
California
$380K +$144K +5,416 +61%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$371K -$1.37M -51,492 -79%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$363K +$360K +13,585 New
CF
42
Centaurus Financial
California
$358K +$356K +13,407 New
KCM
43
Key Capital Management
Tennessee
$355K +$353K +13,300 New
CWRP
44
Cassady Wealth & Retirement Planning
Nevada
$345K +$343K +12,923 New
CA
45
Centennial Advisors
Texas
$343K +$341K +12,852 New
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$336K
CIA
47
Concurrent Investment Advisors
Florida
$318K +$316K +11,905 New
SAG
48
SageView Advisory Group
California
$300K +$298K +11,230 New
BCM
49
BluePath Capital Management
Georgia
$297K +$295K +11,122 New
SC
50
Sykon Capital
New York
$280K +$279K +10,500 New