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Innovator US Equity Buffer ETF January
BJAN

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$453K +$13.2K +241 +3%
DBRC
77
D.B. Root & Company
Pennsylvania
$450K +$463K +8,430 New
LAM
78
Lewis Asset Management
California
$441K +$106K +1,937 +31%
AGWCA
79
Annis Gardner Whiting Capital Advisors
Florida
$437K – – –
WC
80
Waterloo Capital
Texas
$427K -$934 -17 -0.2%
OIA
81
OneDigital Investment Advisors
Kansas
$397K -$23.9K -435 -6%
BWM
82
BCGM Wealth Management
Indiana
$369K – – –
RIS
83
Retirement Income Solutions
Michigan
$360K – – –
FIA
84
Foundations Investment Advisors
Arizona
$356K +$367K +6,672 New
CFS
85
CRA Financial Services
New Jersey
$355K -$98.9K -1,800 -21%
TWM
86
TopTier Wealth Management
Wisconsin
$348K – – –
BFC
87
Bedel Financial Consulting
Indiana
$342K – – –
SWP
88
Sagespring Wealth Partners
Tennessee
$339K +$37.1K +675 +12%
BWM
89
BCS Wealth Management
Tennessee
$330K -$314K -5,713 -48%
KCM
90
Kathmere Capital Management
Pennsylvania
$324K -$605 -11 -0.2%
DI
91
Diligent Investors
California
$321K -$1.37K -25 -0.4%
BFA
92
Beacon Financial Advisory
Ohio
$317K – – –
CF
93
Centaurus Financial
California
$316K +$35.1K +639 +12%
DWMS
94
Dominguez Wealth Management Solutions
Virginia
$314K – – –
TWM
95
Tradition Wealth Management
Minnesota
$309K +$319K +5,795 New
PWMG
96
Pinnacle Wealth Management Group
Michigan
$291K +$27.5K +500 +10%
AWM
97
AE Wealth Management
Kansas
$277K +$184K +3,346 +181%
RA
98
RFG Advisory
Alabama
$271K +$18.6K +338 +7%
DAS
99
Dynamic Advisor Solutions
Arizona
$256K +$264K +4,806 New
IWM
100
IMG Wealth Management
Florida
$256K +$264K +4,799 New
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