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Innovator US Equity Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
51
PCA Investment Advisory Services
Ohio
$792K +$61.6K +1,070 +9%
SWA
52
Stratos Wealth Advisors
Ohio
$780K – – –
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$773K – – –
OMC
54
Old Mission Capital
Illinois
$759K -$395K -6,858 -35%
BWS
55
BFI Wealth Solutions
Texas
$744K -$5.93K -103 -0.8%
FCM
56
Firestone Capital Management
Florida
$720K – – –
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$705K – – –
TF
58
Trek Financial
Arizona
$699K – – –
DC
59
Davenport & Co
Virginia
$696K – – –
OBWG
60
Onyx Bridge Wealth Group
New York
$663K – – –
CPIG
61
Chicago Partners Investment Group
Illinois
$651K -$156K -2,710 -20%
MFG
62
Merit Financial Group
Georgia
$646K -$2.3K -40 -0.4%
BRPW
63
Ballast Rock Private Wealth
South Carolina
$644K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$621K -$115 -2 -0%
SW
65
Simplicity Wealth
New Jersey
$584K +$571K +9,926 New
SB
66
Strategic Blueprint
Georgia
$584K +$2.36K +41 +0.4%
AF
67
Advisornet Financial
Minnesota
$575K – – –
OCM
68
Orion Capital Management
California
$569K – – –
WIM
69
WealthPlan Investment Management
Nebraska
$551K -$5.12K -89 -0.9%
WTFG
70
Wood Tarver Financial Group
Idaho
$537K +$293K +5,101 +127%
SPC
71
Sigma Planning Corp
Michigan
$527K -$49.4K -858 -9%
CW
72
CreativeOne Wealth
Kansas
$513K +$12.8K +222 +3%
LAM
73
Lewis Asset Management
California
$491K +$4.78K +83 +1%
TWP
74
Triad Wealth Partners
Kansas
$487K -$171K -2,976 -27%
AGWCA
75
Annis Gardner Whiting Capital Advisors
Florida
$483K – – –