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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
26
Legacy Wealth Management (Idaho)
Idaho
$482K +$476K +19,057 New
CFS
27
Commonwealth Financial Services
West Virginia
$453K
W
28
WorthPointe
California
$411K +$409K +16,381 New
MML Investors Services
29
MML Investors Services
Massachusetts
$403K -$12.5K -502 -3%
SPIA
30
Steward Partners Investment Advisory
New York
$391K
SFA
31
Souders Financial Advisors
Ohio
$369K
ASN
32
Advisory Services Network
Georgia
$365K +$364K +14,560 New
HI
33
Harbour Investments
Wisconsin
$346K +$24.7K +990 +8%
KWM
34
Kingsview Wealth Management
Oregon
$316K -$82.5K -3,302 -21%
SIA
35
Soltis Investment Advisors
Utah
$315K
W
36
WPWealth
Texas
$293K
SWM
37
Spire Wealth Management
Virginia
$291K +$290K +11,600 New
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$287K +$67.1K +2,683 +31%
AIC
39
Archer Investment Corporation
Indiana
$271K +$42.6K +1,705 +19%
MA
40
Mutual Advisors
Nebraska
$246K +$244K +9,765 New
FA
41
FSA Advisors
Michigan
$240K +$7.6K +304 +3%
AWM
42
AE Wealth Management
Kansas
$239K -$302K -12,093 -56%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$238K -$1.34M -53,588 -85%
Osaic Holdings
44
Osaic Holdings
Arizona
$237K +$145K +5,799 +159%
TWM
45
Tradition Wealth Management
Minnesota
$234K
CA
46
Continuum Advisory
Idaho
$230K
MFG
47
MTM Financial Group
Pennsylvania
$224K +$20.1K +805 +10%
CA
48
Clearstead Advisors
Ohio
$213K
VWA
49
Visionary Wealth Advisors
Illinois
$204K
HWM
50
HFG Wealth Management
Texas
$201K +$202K +8,097 New