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Innovator US Equity Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$951K -$192K -5,061 -16%
KCM
27
Kathmere Capital Management
Pennsylvania
$886K -$1.51K -40 -0.2%
BMM
28
Berkshire Money Management
Massachusetts
$862K -$4.92M -130,115 -85%
OIA
29
OneDigital Investment Advisors
Kansas
$852K -$10.5K -278 -1%
SS
30
Sunbelt Securities
Texas
$808K
CWM
31
Collaborative Wealth Management
Florida
$806K
LF
32
Lantz Financial
Illinois
$758K
TC
33
TownSquare Capital
Utah
$707K +$509K +13,447 +232%
Cerity Partners
34
Cerity Partners
New York
$650K
OCM
35
Orion Capital Management
California
$599K -$41.1K -1,087 -6%
AGA
36
Accuvest Global Advisors
Utah
$569K
SWA
37
Stratos Wealth Advisors
Ohio
$566K
Citadel Advisors
38
Citadel Advisors
Florida
$537K -$226K -5,959 -29%
CFS
39
CRA Financial Services
New Jersey
$526K -$24.6K -650 -4%
W
40
Wealthquest
Ohio
$491K -$13.2M -350,012 -96%
PWMG
41
Pinnacle Wealth Management Group
Michigan
$472K
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$465K -$11.5K -303 -2%
AWS
43
Atria Wealth Solutions
New York
$445K
CPIG
44
Chicago Partners Investment Group
Illinois
$441K -$152K -4,015 -25%
AAP
45
Arax Advisory Partners
Colorado
$437K -$1.14K -30 -0.3%
IA
46
IFP Advisors
Florida
$422K +$37.8K +998 +10%
NFG
47
Nations Financial Group
Iowa
$377K
BFC
48
Bedel Financial Consulting
Indiana
$359K
MML Investors Services
49
MML Investors Services
Massachusetts
$356K +$11.1K +293 +3%
RA
50
RFG Advisory
Alabama
$332K +$9.08K +240 +3%