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Innovator US Equity Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
76
Lewis Asset Management
California
$348K +$5.21K +97 +2%
VFPW
77
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K -$8.81K -164 -3%
KCM
78
Kathmere Capital Management
Pennsylvania
$336K -$3.82K -71 -1%
DI
79
Diligent Investors
California
$333K -$4.62K -86 -1%
BFA
80
Beacon Financial Advisory
Ohio
$328K -$16.9K -315 -5%
DWMS
81
Dominguez Wealth Management Solutions
Virginia
$324K
SWP
82
Sagespring Wealth Partners
Tennessee
$313K
SAM
83
Secure Asset Management
Michigan
$308K -$40.1K -747 -12%
CF
84
Centaurus Financial
California
$291K -$119K -2,222 -30%
PWMG
85
Pinnacle Wealth Management Group
Michigan
$273K -$32.2K -600 -11%
JP Morgan Chase
86
JP Morgan Chase
New York
$272K -$220K -4,100 -45%
BRPW
87
Ballast Rock Private Wealth
South Carolina
$265K +$258K +4,808 New
RA
88
RFG Advisory
Alabama
$261K
PA
89
Parallel Advisors
California
$251K +$245K +4,557 New
WP
90
WealthPLAN Partners
Nebraska
$239K -$177K -3,288 -43%
MSFS
91
Main Street Financial Solutions
Pennsylvania
$238K
CB
92
Chris Bulman
California
$235K +$229K +4,263 New
OWA
93
Outlook Wealth Advisors
Texas
$231K -$58K -1,080 -20%
WTFG
94
Wood Tarver Financial Group
Idaho
$221K
MA
95
Mutual Advisors
Nebraska
$216K
IA
96
IFP Advisors
Florida
$215K
AFP
97
Ausdal Financial Partners
Iowa
$205K +$200K +3,726 New
CFP
98
Cypress Financial Planning
New Jersey
$204K -$140K -2,607 -41%
SAG
99
SageView Advisory Group
California
$204K -$41.7K -775 -17%
Morgan Stanley
100
Morgan Stanley
New York
$149K -$9.51K -177 -6%