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Innovator US Equity Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$780K
VBFP
52
Valtinson Bruner Financial Planning
Minnesota
$773K
OMC
53
Old Mission Capital
Illinois
$759K -$395K -6,858 -35%
BWS
54
BFI Wealth Solutions
Texas
$744K -$5.93K -103 -0.8%
FCM
55
Firestone Capital Management
Florida
$720K
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$705K
TF
57
Trek Financial
Arizona
$699K
DC
58
Davenport & Co
Virginia
$696K
OBWG
59
Onyx Bridge Wealth Group
New York
$663K
CPIG
60
Chicago Partners Investment Group
Illinois
$651K -$156K -2,710 -20%
MFG
61
Merit Financial Group
Georgia
$646K -$2.3K -40 -0.4%
BRPW
62
Ballast Rock Private Wealth
South Carolina
$644K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$621K -$115 -2 -0%
SW
64
Simplicity Wealth
New Jersey
$584K +$571K +9,926 New
SB
65
Strategic Blueprint
Georgia
$584K +$2.36K +41 +0.4%
AF
66
Advisornet Financial
Minnesota
$575K
OCM
67
Orion Capital Management
California
$569K
WIM
68
WealthPlan Investment Management
Nebraska
$551K -$5.12K -89 -0.9%
WTFG
69
Wood Tarver Financial Group
Idaho
$537K +$293K +5,101 +127%
SPC
70
Sigma Planning Corp
Michigan
$527K -$49.4K -858 -9%
CW
71
CreativeOne Wealth
Kansas
$513K +$12.8K +222 +3%
LAM
72
Lewis Asset Management
California
$491K +$4.78K +83 +1%
TWP
73
Triad Wealth Partners
Kansas
$487K -$171K -2,976 -27%
AGWCA
74
Annis Gardner Whiting Capital Advisors
Florida
$483K
WC
75
Waterloo Capital
Texas
$471K