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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$399K -$906 -36 -0.2%
SPIA
27
Steward Partners Investment Advisory
New York
$388K
SFA
28
Souders Financial Advisors
Ohio
$367K
ASN
29
Advisory Services Network
Georgia
$363K
HI
30
Harbour Investments
Wisconsin
$354K +$10.7K +423 +3%
TF
31
Trek Financial
Arizona
$329K -$8.14M -323,120 -96%
SIA
32
Soltis Investment Advisors
Utah
$313K
W
33
WPWealth
Texas
$291K
SWM
34
Spire Wealth Management
Virginia
$289K -$50 -2 -0%
AIC
35
Archer Investment Corporation
Indiana
$267K -$2.39K -95 -0.9%
MA
36
Mutual Advisors
Nebraska
$243K
AWM
37
AE Wealth Management
Kansas
$237K -$126 -5 -0.1%
TWM
38
Tradition Wealth Management
Minnesota
$232K
CA
39
Continuum Advisory
Idaho
$229K
MFG
40
MTM Financial Group
Pennsylvania
$212K -$10.1K -400 -4%
CA
41
Clearstead Advisors
Ohio
$212K
HWM
42
HFG Wealth Management
Texas
$203K
VWA
43
Visionary Wealth Advisors
Illinois
$203K
MFGM
44
Marshall Financial Group (Maryland)
Maryland
$202K +$204K +8,119 New
SVWAG
45
Sound View Wealth Advisors Group
Georgia
$202K -$84.1K -3,342 -29%
Barclays
46
Barclays
United Kingdom
$146K -$957 -38 -0.6%
ABWM
47
Alpine Bank Wealth Management
Colorado
$112K +$113K +4,500 New
PS
48
Principal Securities
Iowa
$81.5K
FNWA
49
Financial Network Wealth Advisors
Utah
$36K +$36.4K +1,444 New
JP Morgan Chase
50
JP Morgan Chase
New York
$25.3K +$25.6K +1,016 New