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Innovator US Equity Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
76
Cypress Financial Planning
New Jersey
$323K -$26.2K -553 -8%
BFC
77
Bedel Financial Consulting
Indiana
$322K -$10.1K -214 -3%
BFA
78
Beacon Financial Advisory
Ohio
$320K
SAM
79
Secure Asset Management
Michigan
$319K
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K -$7.81K -165 -3%
KCM
81
Kathmere Capital Management
Pennsylvania
$310K -$52.2K -1,102 -15%
LAM
82
Lewis Asset Management
California
$309K +$3.65K +77 +1%
PWMG
83
Pinnacle Wealth Management Group
Michigan
$309K
DI
84
Diligent Investors
California
$309K
DWMS
85
Dominguez Wealth Management Solutions
Virginia
$296K
SWP
86
Sagespring Wealth Partners
Tennessee
$286K
OWA
87
Outlook Wealth Advisors
Texas
$265K -$38.7K -818 -13%
Morgan Stanley
88
Morgan Stanley
New York
$263K
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$260K +$263K +5,565 New
RA
90
RFG Advisory
Alabama
$238K -$216K -4,567 -49%
SAG
91
SageView Advisory Group
California
$230K
GS
92
GWN Securities
Florida
$228K -$1.62M -34,196 -88%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$217K
WIA
94
World Investment Advisors
California
$203K +$192K +4,050 New
WTFG
95
Wood Tarver Financial Group
Idaho
$202K
MA
96
Mutual Advisors
Nebraska
$201K +$186K +3,926 New
IA
97
IFP Advisors
Florida
$201K +$50.3K +1,063 +36%
JGCM
98
Joseph Group Capital Management
Ohio
$115K
AF
99
Allworth Financial
California
$107K
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$96.1K -$52.2K -1,102 -37%