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Innovator US Equity Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BCS Wealth Management
Tennessee
$656K +$248K +4,610 +63%
AAP
52
Arax Advisory Partners
Colorado
$619K +$605K +11,250 New
FF
53
Foronjy Financial
California
$595K +$230K +4,284 +66%
RWM
54
RMG Wealth Management
Wisconsin
$594K +$751K +13,967 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$581K
MFG
56
Merit Financial Group
Georgia
$567K +$554K +10,301 New
SPC
57
Sigma Planning Corp
Michigan
$559K -$7.36K -137 -1%
PIAS
58
PCA Investment Advisory Services
Ohio
$557K -$5.38K -100 -1%
AF
59
Advisornet Financial
Minnesota
$538K
OCM
60
Orion Capital Management
California
$532K
WIM
61
WealthPlan Investment Management
Nebraska
$528K -$353K -6,560 -41%
CWM
62
Collaborative Wealth Management
Florida
$512K -$140K -2,611 -22%
CFS
63
CRA Financial Services
New Jersey
$465K -$69.8K -1,299 -13%
TF
64
Trek Financial
Arizona
$463K
SB
65
Strategic Blueprint
Georgia
$462K -$1.48M -27,483 -77%
CW
66
CreativeOne Wealth
Kansas
$455K +$484 +9 +0.1%
AGWCA
67
Annis Gardner Whiting Capital Advisors
Florida
$451K
WC
68
Waterloo Capital
Texas
$441K
OIA
69
OneDigital Investment Advisors
Kansas
$433K
GS
70
GTS Securities
Florida
$421K +$411K +7,640 New
BWM
71
BCGM Wealth Management
Indiana
$381K
RIS
72
Retirement Income Solutions
Michigan
$372K
ACM
73
AlphaStar Capital Management
North Carolina
$371K +$362K +6,742 New
TWM
74
TopTier Wealth Management
Wisconsin
$360K +$351K +6,531 New
BFC
75
Bedel Financial Consulting
Indiana
$353K