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Innovator US Equity Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$266K +$259K +5,671 +13,832%
SWM
77
Spire Wealth Management
Virginia
$242K
FHC
78
First Heartland Consultants
Missouri
$218K +$1.78K +39 +0.8%
KWM
79
KFG Wealth Management
Indiana
$218K -$1K -22 -0.5%
FNWA
80
Financial Network Wealth Advisors
Utah
$206K
CF
81
Centaurus Financial
California
$204K
BPA
82
Beacon Pointe Advisors
California
$201K -$52.6K -1,154 -21%
GTAM
83
Global Trust Asset Management
Florida
$163K
SWM
84
Sugarloaf Wealth Management
Georgia
$163K
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$143K +$140K +3,067 New
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$141K
JGCM
87
Joseph Group Capital Management
Ohio
$107K +$105K +2,296 New
AF
88
Allworth Financial
California
$101K
Morgan Stanley
89
Morgan Stanley
New York
$93.1K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$89.2K +$125K +2,751 New
CPA
91
Clear Point Advisors
New York
$76.8K
IA
92
IFP Advisors
Florida
$76.6K -$226K -4,950 -75%
CA
93
Continuum Advisory
Idaho
$44.6K
PS
94
Principal Securities
Iowa
$42.2K
AF
95
Advisornet Financial
Minnesota
$24.9K
US Bancorp
96
US Bancorp
Minnesota
$23.6K
EWA
97
EverSource Wealth Advisors
Alabama
$18.6K +$18.2K +400 New
CAS
98
Coppell Advisory Solutions
Texas
$14K +$13.8K +302 New
AIC
99
Archer Investment Corporation
Indiana
$11.5K
SPIA
100
Steward Partners Investment Advisory
New York
$11.4K