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Innovator U.S. Equity Power (PAUG)

CUSIP: 45782C680 | NYSE | 397 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Brookstone Capital Management694,670
0.3% of portfolio›$32.4M
Commonwealth Equity Services, LLC390,807
0.0% of portfolio›$18.2M
Kestra Advisory Services, LLC299,030
0.0% of portfolio›$13.9M
Creative Planning263,076
0.0% of portfolio›$12.3M
Concurrent Investment Advisors, LLC219,919
0.1% of portfolio›$10.3M
Ascent Wealth Partners, LLC203,878
0.9% of portfolio›$9.5M
Wealth Enhancement Advisory Services, LLC170,970
0.0% of portfolio›$8.0M
CoreCap Advisors, LLC157,429
0.2% of portfolio›$7.3M
Truist Financial Corp133,830
0.0% of portfolio›$6.2M
Gill Capital Partners, LLC125,748
1.6% of portfolio›$5.9M
Diligent Investors, LLC118,476
1.2% of portfolio›$5.5M
Cambridge Investment Research Advisors, Inc.112,943
0.0% of portfolio›$5.3M
Atria Investments, Inc102,544
0.0% of portfolio›$4.8M
Capital Investment Advisory Services, LLC99,116
0.3% of portfolio›$4.6M
Lineweaver Wealth Advisors, LLC89,661
0.5% of portfolio›$4.2M
Southland Equity Partners LLC79,739
0.6% of portfolio›$3.7M
Trek Financial, LLC72,811
0.2% of portfolio›$3.4M
KFG Wealth Management, LLC69,767
0.4% of portfolio›$3.3M
Corrado Advisors, LLC64,437
1.5% of portfolio›$3.0M
Chris Bulman Inc64,426
1.1% of portfolio›$3.0M
CRA Financial Services, LLC53,910
0.3% of portfolio›$2.5M
Keystone Wealth Services, LLC53,651
0.4% of portfolio›$2.5M
BCS Wealth Management51,512
0.4% of portfolio›$2.4M
Global Assets Advisory, LLC50,724
0.5% of portfolio›$2.4M
Dhjj Financial Advisors, Ltd.45,331
0.6% of portfolio›$2.1M
First City Capital Management, Inc.44,301
1.0% of portfolio›$2.1M
Weaver Capital Management LLC43,741
0.4% of portfolio›$2.0M
Blue Bell Private Wealth Management, LLC43,553
0.2% of portfolio›$2.0M
Dynamic Advisor Solutions LLC42,024
0.1% of portfolio›$2.0M
Patriot Financial Group Insurance Agency, LLC41,656
0.2% of portfolio›$1.9M
Cornerstone Wealth Group, LLC36,701
0.1% of portfolio›$1.7M
Clay Northam Wealth Management, LLC36,370
0.8% of portfolio›$1.7M
Retirement Guys Formula LLC35,024
0.6% of portfolio›$1.6M
Hofer & Associates. Inc32,888
1.1% of portfolio›$1.5M
RED Crane Wealth Management, LLC32,888
1.1% of portfolio›$1.5M
Fiduciary Financial Group, LLC32,595
0.2% of portfolio›$1.5M
ARS Wealth Advisors Group, LLC32,043
0.1% of portfolio›$1.5M
IFP Advisors, Inc30,419
0.0% of portfolio›$1.4M
Independent Financial Group, LLC29,281
0.0% of portfolio›$1.4M
Integrity Advisory Solutions, LLC27,270
0.1% of portfolio›$1.3M
BFI Wealth Solutions, LLC27,039
0.9% of portfolio›$1.3M
Weaver Consulting Group26,734
0.2% of portfolio›$1.2M
TopTier Wealth Management, LLC24,939
0.7% of portfolio›$1.2M
Selby Wealth Management, LLC24,651
0.4% of portfolio›$1.1M
RFG Advisory, LLC22,255
0.0% of portfolio›$1.0M
Schulz Wealth, Ltd.21,335
0.5% of portfolio›$995.3K
Focus Financial Network, Inc.21,075
0.0% of portfolio›$983.1K
Pinnacle Wealth Management Group, Inc.20,350
0.4% of portfolio›$949.3K
Forvis Mazars Wealth Advisors, LLC20,088
0.0% of portfolio›$937.1K
Caliber Wealth Management, LLC / KS19,226
0.1% of portfolio›$896.9K
Cape Investment Advisory, Inc.18,375
0.2% of portfolio›$857.2K
Beacon Financial Advisory LLC18,356
0.2% of portfolio›$856.3K
Outlook Wealth Advisors, LLC18,134
0.2% of portfolio›$846.0K
Visionary Wealth Advisors17,552
0.0% of portfolio›$818.8K
Straight Path Wealth Management17,052
0.2% of portfolio›$795.5K
HB Wealth Management, LLC16,943
0.0% of portfolio›$790.4K
Retirement Planning Group, LLC15,663
0.0% of portfolio›$730.7K
Quest 10 Wealth Builders, Inc.15,569
0.5% of portfolio›$721.3K
McAdam, LLC15,223
0.0% of portfolio›$710.2K
Spire Wealth Management13,919
0.0% of portfolio›$649.3K
PTM Wealth Management, LLC13,864
0.3% of portfolio›$654.0K
Milestone Asset Management, LLC13,154
0.1% of portfolio›$613.6K
Castle Rock Wealth Management, LLC12,690
0.1% of portfolio›$598.6K
Altfest L J & Co Inc12,675
0.1% of portfolio›$591.3K
Soltis Investment Advisors LLC12,669
0.0% of portfolio›$591.0K
Cornerstone Wealth, LLC12,622
0.3% of portfolio›$588.8K
Apollon Wealth Management, LLC12,399
0.0% of portfolio›$578.4K
AA Financial Advisors, LLC11,986
0.1% of portfolio›$559.1K
Archer Investment Corp11,242
0.1% of portfolio›$524.4K
Fortune Financial Group, Inc.11,051
0.5% of portfolio›$515.5K
Buska Wealth Management, LLC10,922
0.2% of portfolio›$509.5K
James T. Borello RIA10,807
0.1% of portfolio›$504.1K
Sugar Maple Asset Management, LLC10,667
0.3% of portfolio›$497.6K
Jessup Wealth Management, Inc10,518
0.1% of portfolio›$490.7K
Sigma Planning Corp10,327
0.0% of portfolio›$481.7K
Cypress Wealth Services, LLC10,266
0.1% of portfolio›$484.3K
Midwest Financial Group LLC10,227
0.2% of portfolio›$477.1K
BIP Wealth, LLC9,573
0.0% of portfolio›$446.6K
Sagespring Wealth Partners, LLC9,402
0.0% of portfolio›$438.6K
Liberty Atlantic Advisors LLC9,374
0.3% of portfolio›$437.3K
Axxcess Wealth Management, LLC9,244
0.0% of portfolio›$431.2K
RiverTree Advisors, LLC8,889
0.2% of portfolio›$414.7K
BigSur Wealth Management LLC8,357
0.1% of portfolio›$389.9K
John W. Brooker & Co., CPAs7,810
0.4% of portfolio›$364.3K
Signature Estate & Investment Advisors LLC7,794
0.0% of portfolio›$363.6K
WealthPLAN Partners, LLC7,773
0.1% of portfolio›$362.6K
Maltin Wealth Management, Inc.7,457
0.1% of portfolio›$347.9K
City Holding Co7,335
0.0% of portfolio›$342.2K
Elmwood Wealth Management, Inc.7,300
0.1% of portfolio›$340.5K
Brown Wealth Management, LLC7,078
0.1% of portfolio›$330.2K
Atticus Wealth Management, LLC7,050
0.1% of portfolio›$328.9K
Berkshire Money Management, Inc.6,886
0.0% of portfolio›$321.2K
TrustBank6,860
0.1% of portfolio›$320.0K
Wisconsin Wealth Advisors, LLC6,596
0.3% of portfolio›$307.7K
Curated Wealth Partners LLC6,580
0.0% of portfolio›$307.0K
Pacific Park Financial, Inc.6,555
0.2% of portfolio›$305.8K
Certified Advisory Corp6,505
0.0% of portfolio›$303.4K
Bison Wealth, LLC6,400
0.0% of portfolio›$301.8K
Farther Finance Advisors, LLC6,310
0.0% of portfolio›$294.4K
Cardinal Point Capital Management ULC6,295
0.0% of portfolio›$293.7K
Chicago Partners Investment Group LLC6,186
0.0% of portfolio›$288.6K
Blue Sky Capital Consultants Group, Inc.6,091
0.1% of portfolio›$284.1K
Valtinson Bruner Financial Planning LLC6,019
0.1% of portfolio›$280.8K
Evolution Wealth Management Inc.5,874
0.2% of portfolio›$274.0K
Integrity Alliance, Llc.5,623
0.0% of portfolio›$262.3K
Galvin, Gaustad & Stein, LLC5,575
0.0% of portfolio›$260.1K
Koshinski Asset Management, Inc.5,532
0.0% of portfolio›$258.1K
Michels Family Financial, LLC5,290
0.2% of portfolio›$246.8K
Goldstein Advisors, LLC5,247
0.0% of portfolio›$244.8K
Hohimer Wealth Management, LLC5,231
0.0% of portfolio›$244.0K
ProCore Advisors, LLC5,200
0.3% of portfolio›$242.6K
PFG Advisors5,062
0.0% of portfolio›$236.1K
Interchange Capital Partners, LLC5,000
0.0% of portfolio›$233.3K
Kathmere Capital Management, LLC5,000
0.0% of portfolio›$233.3K
Simplicity Wealth,LLC4,963
0.0% of portfolio›$231.5K
Ashton Thomas Private Wealth, LLC4,724
0.0% of portfolio›$220.4K
Occidental Asset Management, LLC4,599
0.0% of portfolio›$214.5K
Strategic Blueprint, LLC4,531
0.0% of portfolio›$211.4K
Clear Point Advisors Inc.4,490
0.1% of portfolio›$209.5K
WealthPlan Investment Management, LLC4,484
0.0% of portfolio›$209.2K
Kachkovsky & Fisher, Inc.4,429
0.2% of portfolio›$206.6K
Integral Investment Advisors, Inc.4,414
0.0% of portfolio›$205.9K
Financial Network Wealth Advisors LLC3,761
0.2% of portfolio›$175.5K
Creative Financial Designs Inc2,375
0.0% of portfolio›$110.8K
EverSource Wealth Advisors, LLC1,745
0.0% of portfolio›$81.4K
Triumph Capital Management1,580
0.0% of portfolio›$73.7K
Provenance Wealth Advisors, LLC681
0.0% of portfolio›$31.8K
Assetmark, Inc458
0.0% of portfolio›$21.4K
Compass Financial Management LLC138
0.0% of portfolio›$6.4K
IFS Advisors, LLC54
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Brookstone Capital Management
694,670$32.4M0.3%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
390,807$18.2M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
299,030$13.9M0.0%CoreLowAustin, TX2026-11-02
Creative Planning
263,076$12.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Concurrent Investment Advisors, LLC
219,919$10.3M0.1%GrowthMediumTampa, FL2026-10-16
Ascent Wealth Partners, LLC
203,878$9.5M0.9%GrowthLowNew Hartford, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
170,970$8.0M0.0%CoreLowPlymouth, MN2026-10-13
CoreCap Advisors, LLC
157,429$7.3M0.2%ETFMediumSouthfield, MI2026-10-08
Truist Financial Corp
133,830$6.2M0.0%CoreLowCharlotte, NC2026-10-30
Gill Capital Partners, LLC
125,748$5.9M1.6%ETFLowDenver, CO2026-10-13
Diligent Investors, LLC
118,476$5.5M1.2%CoreLowRedlands, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
112,943$5.3M0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
102,544$4.8M0.0%CoreMediumCharlotte, NC2026-10-15
Capital Investment Advisory Services, LLC
99,116$4.6M0.3%CoreMediumRaleigh, NC2026-10-30
Lineweaver Wealth Advisors, LLC
89,661$4.2M0.5%ETFLowValley View, OH2026-10-13
Southland Equity Partners LLC
79,739$3.7M0.6%ETFLowWildwood, MO2026-10-14
Trek Financial, LLC
72,811$3.4M0.2%ETFHighScottsdale, AZ2026-10-29
KFG Wealth Management, LLC
69,767$3.3M0.4%ETFMediumGranger, IN2026-10-16
Corrado Advisors, LLC
64,437$3.0M1.5%CoreMediumRamsey, NJ2026-10-27
Chris Bulman Inc
64,426$3.0M1.1%ETFLowRoseville, CA2026-10-20
CRA Financial Services, LLC
53,910$2.5M0.3%ETFVery LowNorthfield, NJ2026-10-16
Keystone Wealth Services, LLC
53,651$2.5M0.4%ETFHighPalm Desert, CA2026-11-03
BCS Wealth Management
51,512$2.4M0.4%ETFVery LowJohnson City, TN2026-11-03
Global Assets Advisory, LLC
50,724$2.4M0.5%GrowthHighOrlando, FL2026-10-28
Dhjj Financial Advisors, Ltd.
45,331$2.1M0.6%ETFVery LowNaperville, IL2026-10-23
First City Capital Management, Inc.
44,301$2.1M1.0%CoreLowSavannah, GA2026-10-27
Weaver Capital Management LLC
43,741$2.0M0.4%GrowthMediumSuwanee, GA2026-10-15
Blue Bell Private Wealth Management, LLC
43,553$2.0M0.2%YieldVery LowBlue Bell, PA2026-10-29
Dynamic Advisor Solutions LLC
42,024$2.0M0.1%ETFLowPhoenix, AZ2026-10-13
Patriot Financial Group Insurance Agency, LLC
41,656$1.9M0.2%GrowthLowWalpole, MA2026-10-14
Cornerstone Wealth Group, LLC
36,701$1.7M0.1%CoreMediumHuntersville, NC2026-11-02
Clay Northam Wealth Management, LLC
36,370$1.7M0.8%GrowthVery LowHuntington Beach, CA2026-10-13
Retirement Guys Formula LLC
35,024$1.6M0.6%CoreMediumMaumee, OH2026-10-26
Hofer & Associates. Inc
32,888$1.5M1.1%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
32,888$1.5M1.1%ETFLowSan Francisco, CA2026-10-14
Fiduciary Financial Group, LLC
32,595$1.5M0.2%ETFLowSan Rafael, CA2026-10-13
ARS Wealth Advisors Group, LLC
32,043$1.5M0.1%CoreLowSt. Petersburg, FL2026-10-16
IFP Advisors, Inc
30,419$1.4M0.0%GrowthLowTampa, FL2026-10-16
Independent Financial Group, LLC
29,281$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Integrity Advisory Solutions, LLC
27,270$1.3M0.1%ETFMediumDallas, TX2026-10-29
BFI Wealth Solutions, LLC
27,039$1.3M0.9%ETFLowDallas, TX2026-10-16
Weaver Consulting Group
26,734$1.2M0.2%ETFLowHuntington Beach, CA2026-10-07
TopTier Wealth Management, LLC
24,939$1.2M0.7%ETFVery LowMuskego, WI2026-10-16
Selby Wealth Management, LLC
24,651$1.1M0.4%ETFVery LowEmeryville, CA2026-10-16
RFG Advisory, LLC
22,255$1.0M0.0%ETFMediumBirmingham, AL2026-11-03
Schulz Wealth, Ltd.
21,335$995.3K0.5%ETFVery LowMansfield, TX2026-11-03
Focus Financial Network, Inc.
21,075$983.1K0.0%ETFLowMinneapolis, MN2026-10-14
Pinnacle Wealth Management Group, Inc.
20,350$949.3K0.4%ETFMediumPlymouth, MI2026-10-15
Forvis Mazars Wealth Advisors, LLC
20,088$937.1K0.0%ETFVery LowSpringfield, MO2026-10-13
Caliber Wealth Management, LLC / KS
19,226$896.9K0.1%ETFLowOverland Park, KS2026-11-04
Cape Investment Advisory, Inc.
18,375$857.2K0.2%ETFLowMcdonough, GA2026-10-13
Beacon Financial Advisory LLC
18,356$856.3K0.2%ETFLowCleveland, OH2026-10-16
Outlook Wealth Advisors, LLC
18,134$846.0K0.2%ETFMediumShenandoah, TX2026-10-28
Visionary Wealth Advisors
17,552$818.8K0.0%ETFLowO'Fallon, IL2026-11-04
Straight Path Wealth Management
17,052$795.5K0.2%ETFLowJenison, MI2026-10-23
HB Wealth Management, LLC
16,943$790.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Retirement Planning Group, LLC
15,663$730.7K0.0%ETFVery LowLeawood, KS2026-10-19
Quest 10 Wealth Builders, Inc.
15,569$721.3K0.5%ETFLowFuquay-Varina, VA2026-11-02
McAdam, LLC
15,223$710.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Spire Wealth Management
13,919$649.3K0.0%GrowthMediumMclean, VA2026-10-30
PTM Wealth Management, LLC
13,864$654.0K0.3%ETFLowNorth Wales, PA2026-10-23
Milestone Asset Management, LLC
13,154$613.6K0.1%GrowthHighPittsburgh, PA2026-10-15
Castle Rock Wealth Management, LLC
12,690$598.6K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Altfest L J & Co Inc
12,675$591.3K0.1%ETFHighNew York, NY2026-10-27
Soltis Investment Advisors LLC
12,669$591.0K0.0%CoreMediumSt. George, UT2026-10-28
Cornerstone Wealth, LLC
12,622$588.8K0.3%ETFMediumGreeneville, TN2026-10-28
Apollon Wealth Management, LLC
12,399$578.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
AA Financial Advisors, LLC
11,986$559.1K0.1%ETFMediumColumbus, OH2026-10-19
Archer Investment Corp
11,242$524.4K0.1%CoreMediumCarmel, IN2026-11-05
Fortune Financial Group, Inc.
11,051$515.5K0.5%ETFHighNaples, FL2026-10-22
Buska Wealth Management, LLC
10,922$509.5K0.2%ETFMediumWausau, WI2026-10-08
James T. Borello RIA
10,807$504.1K0.1%ETFVery LowEast Dundee, IL2026-10-16
Sugar Maple Asset Management, LLC
10,667$497.6K0.3%ETFMediumSister Bay, WI2026-10-13
Jessup Wealth Management, Inc
10,518$490.7K0.1%GrowthMediumDayton, OH2026-10-20
Sigma Planning Corp
10,327$481.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cypress Wealth Services, LLC
10,266$484.3K0.1%ETFLowPalm Desert, CA2026-10-21
Midwest Financial Group LLC
10,227$477.1K0.2%ETFLowOverland Park, KS2026-10-15
BIP Wealth, LLC
9,573$446.6K0.0%ETFMediumAtlanta, GA2026-10-22
Sagespring Wealth Partners, LLC
9,402$438.6K0.0%ETFLowFranklin, TN2026-10-22
Liberty Atlantic Advisors LLC
9,374$437.3K0.3%ETFLowOlympia, WA2026-10-14
Axxcess Wealth Management, LLC
9,244$431.2K0.0%CoreLowCarlsbad, CA2026-10-21
RiverTree Advisors, LLC
8,889$414.7K0.2%ETFMediumWinter Park, FL2026-10-13
BigSur Wealth Management LLC
8,357$389.9K0.1%GrowthLowMiami, FL2026-10-13
John W. Brooker & Co., CPAs
7,810$364.3K0.4%ETFMediumOakland, CA2026-10-21
Signature Estate & Investment Advisors LLC
7,794$363.6K0.0%ETFMediumLos Angeles, CA2026-10-13
WealthPLAN Partners, LLC
7,773$362.6K0.1%CoreMediumOmaha, NE2026-10-15
Maltin Wealth Management, Inc.
7,457$347.9K0.1%ETFMediumRidgewood, NJ2026-10-13
City Holding Co
7,335$342.2K0.0%CoreLowCharleston, WV2026-10-19
Elmwood Wealth Management, Inc.
7,300$340.5K0.1%ETFLowBerkeley, CA2026-10-14
Brown Wealth Management, LLC
7,078$330.2K0.1%ETFMediumNaperville, IL2026-10-20
Atticus Wealth Management, LLC
7,050$328.9K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Berkshire Money Management, Inc.
6,886$321.2K0.0%ETFMediumDalton, MA2026-10-21
TrustBank
6,860$320.0K0.1%ETFVery LowOlney, IL2026-10-20
Wisconsin Wealth Advisors, LLC
6,596$307.7K0.3%ETFLowSun Prairie, WI2026-10-08
Curated Wealth Partners LLC
6,580$307.0K0.0%GARPLowEl Segundo, CA2026-10-15
Pacific Park Financial, Inc.
6,555$305.8K0.2%ETFMediumLagina Hills, CA2026-10-13
Certified Advisory Corp
6,505$303.4K0.0%ETFLowAltamonte Springs, FL2026-10-29
Bison Wealth, LLC
6,400$301.8K0.0%GrowthMediumAtlanta, GA2026-10-13
Farther Finance Advisors, LLC
6,310$294.4K0.0%IndexLowSan Francisco, CA2026-10-08
Cardinal Point Capital Management ULC
6,295$293.7K0.0%ValueLowToronto, Australia2026-10-21
Chicago Partners Investment Group LLC
6,186$288.6K0.0%GARPLowChicago, IL2026-10-27
Blue Sky Capital Consultants Group, Inc.
6,091$284.1K0.1%GrowthMediumPoway, CA2026-10-13
Valtinson Bruner Financial Planning LLC
6,019$280.8K0.1%ETFLowNew Brighton, MN2026-11-02
Evolution Wealth Management Inc.
5,874$274.0K0.2%ETFMediumFort Myers, FL2026-10-28
Integrity Alliance, Llc.
5,623$262.3K0.0%ETFMediumUrbandale, IA2026-10-29
Galvin, Gaustad & Stein, LLC
5,575$260.1K0.0%CoreMediumScottsdale, AZ2026-10-08
Koshinski Asset Management, Inc.
5,532$258.1K0.0%ETFLowDecatur, IL2026-10-29
Michels Family Financial, LLC
5,290$246.8K0.2%ETFLowFort Worth, TX2026-11-02
Goldstein Advisors, LLC
5,247$244.8K0.0%ETFMediumMadison, WI2026-10-15
Hohimer Wealth Management, LLC
5,231$244.0K0.0%CoreHighSeattle, WA2026-11-04
ProCore Advisors, LLC
5,200$242.6K0.3%GARPLowNewport Beach, CA2026-10-14
PFG Advisors
5,062$236.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Interchange Capital Partners, LLC
5,000$233.3K0.0%GrowthLowPittsburgh, PA2026-10-28
Kathmere Capital Management, LLC
5,000$233.3K0.0%ETFLowWayne, PA2026-10-20
Simplicity Wealth,LLC
4,963$231.5K0.0%ETFLowSummit, NJ2026-10-23
Ashton Thomas Private Wealth, LLC
4,724$220.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Occidental Asset Management, LLC
4,599$214.5K0.0%GrowthLowBurlingame, CA2026-11-05
Strategic Blueprint, LLC
4,531$211.4K0.0%ETFLowAtlanta, GA2026-10-22
Clear Point Advisors Inc.
4,490$209.5K0.1%ETFMediumMelville, NY2026-10-30
WealthPlan Investment Management, LLC
4,484$209.2K0.0%GrowthMediumOmaha, NE2026-10-15
Kachkovsky & Fisher, Inc.
4,429$206.6K0.2%ETFN/ASan Diego, CA2026-10-21
Integral Investment Advisors, Inc.
4,414$205.9K0.0%ETFVery LowTurlock, CA2026-11-03
Financial Network Wealth Advisors LLC
3,761$175.5K0.2%ETFLowMurray, UT2026-10-28
Creative Financial Designs Inc
2,375$110.8K0.0%ETFMediumKokomo, IN2026-11-04
EverSource Wealth Advisors, LLC
1,745$81.4K0.0%CoreMediumBirmingham, AL2026-11-04
Triumph Capital Management
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