We are live on ! Find out more
BAUG icon

Innovator US Equity Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beacon Financial Advisory
Ohio
$949K +$379K +11,190 +64%
SS
27
Sunbelt Securities
Texas
$861K +$652K +19,262 +283%
SCA
28
Snowden Capital Advisors
New York
$849K +$871K +25,720 New
DFA
29
DHJJ Financial Advisors
Illinois
$844K +$110K +3,239 +15%
VBFP
30
Valtinson Bruner Financial Planning
Minnesota
$806K +$25.4K +750 +3%
BMM
31
Berkshire Money Management
Massachusetts
$805K -$32.6M -961,385 -98%
IIA
32
Integral Investment Advisors
California
$804K
FIA
33
Foundations Investment Advisors
Arizona
$759K +$778K +22,978 New
RA
34
RFG Advisory
Alabama
$750K +$769K +22,722 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$733K +$372K +10,982 +98%
MAM
36
Milestone Asset Management
Pennsylvania
$722K +$740K +21,863 New
CAN
37
Cetera Advisor Networks
California
$709K +$180K +5,319 +33%
CFS
38
CRA Financial Services
New Jersey
$687K +$704K +20,804 New
SPIA
39
Steward Partners Investment Advisory
New York
$597K -$63.3K -1,869 -9%
MML Investors Services
40
MML Investors Services
Massachusetts
$587K +$602K +17,782 New
SPC
41
Sigma Planning Corp
Michigan
$549K +$6.64K +196 +1%
LF
42
Lantz Financial
Illinois
$511K +$209K +6,181 +67%
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$495K +$508K +14,988 New
AAP
44
Arax Advisory Partners
Colorado
$460K +$10.6K +312 +2%
VWA
45
Visionary Wealth Advisors
Illinois
$449K
BRWA
46
B. Riley Wealth Advisors
Florida
$446K +$203K +5,985 +79%
PWMG
47
Pinnacle Wealth Management Group
Michigan
$424K +$176K +5,200 +68%
EWA
48
EverSource Wealth Advisors
Alabama
$419K +$10.2K +300 +2%
OWA
49
Outlook Wealth Advisors
Texas
$408K -$24.1K -711 -5%
SAG
50
SageView Advisory Group
California
$407K