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Innovator US Equity Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Collaborative Wealth Management
Florida
$258K
SEP
77
Southland Equity Partners
Missouri
$258K
PA
78
PFG Advisors
Arizona
$249K +$256K +7,225 New
CFS
79
CRA Financial Services
New Jersey
$238K +$244K +6,900 New
JWBC
80
John W. Brooker & Co
California
$234K +$240K +6,797 New
4WM
81
4J Wealth Management
Virginia
$233K
OCM
82
Orion Capital Management
California
$224K
AWS
83
Atria Wealth Solutions
New York
$220K +$226K +6,383 New
TF
84
Trek Financial
Arizona
$209K +$214K +6,050 New
AFP
85
Ausdal Financial Partners
Iowa
$202K +$207K +5,855 New
PIAS
86
PCA Investment Advisory Services
Ohio
$201K
EWA
87
EverSource Wealth Advisors
Alabama
$157K -$19K -538 -11%
LFG
88
Larson Financial Group
Missouri
$143K
CFD
89
Creative Financial Designs
Indiana
$138K +$142K +4,000 New
IA
90
IFP Advisors
Florida
$91.7K +$26.5K +750 +39%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$83K
GEA
92
Glen Eagle Advisors
New Jersey
$55.2K
JP Morgan Chase
93
JP Morgan Chase
New York
$29.1K +$29.8K +843 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$27K +$27.6K +781 New
CP
95
Castleview Partners
Texas
$20.7K
AIC
96
Archer Investment Corporation
Indiana
$8.55K -$26.6K -752 -75%
CIAS
97
Capital Investment Advisory Services
North Carolina
$5.51K
Morgan Stanley
98
Morgan Stanley
New York
$4.03K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$103 +$106 +3 New
CPIG
100
Chicago Partners Investment Group
Illinois
-$203K -5,683 Closed