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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FSA Advisors
Michigan
$836K -$23.2K -863 -3%
TWM
27
TopTier Wealth Management
Wisconsin
$815K
MML Investors Services
28
MML Investors Services
Massachusetts
$782K -$11.8K -439 -1%
KCM
29
Key Capital Management
Tennessee
$768K +$94.3K +3,513 +14%
ASN
30
Advisory Services Network
Georgia
$744K -$50.3K -1,875 -6%
LWA
31
Lineweaver Wealth Advisors
Ohio
$713K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$701K -$33.8K -1,260 -5%
CVA
33
Central Valley Advisors
California
$636K
CA
34
Centennial Advisors
Texas
$609K -$42.2K -1,572 -6%
Morgan Stanley
35
Morgan Stanley
New York
$599K -$162K -6,042 -21%
BPA
36
Beacon Pointe Advisors
California
$573K
Goldman Sachs
37
Goldman Sachs
New York
$566K +$569K +21,181 New
CWS
38
Cypress Wealth Services
California
$562K
GEA
39
Glen Eagle Advisors
New Jersey
$483K -$4.51K -168 -0.9%
JP Morgan Chase
40
JP Morgan Chase
New York
$459K -$54.4K -2,028 -10%
SPIA
41
Steward Partners Investment Advisory
New York
$416K
MSFS
42
Main Street Financial Solutions
Pennsylvania
$413K
CFS
43
Commonwealth Financial Services
West Virginia
$402K
W
44
WorthPointe
California
$392K
SFA
45
Souders Financial Advisors
Ohio
$390K
CB
46
Chris Bulman
California
$386K -$1.26K -47 -0.3%
MA
47
Mutual Advisors
Nebraska
$360K -$10.4K -386 -3%
WA
48
Waverly Advisors
Alabama
$356K
AF
49
Advisornet Financial
Minnesota
$342K
MFG
50
MTM Financial Group
Pennsylvania
$341K