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Innovator US Equity Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$282K +$32.1K +757 +13%
AWS
77
Atria Wealth Solutions
New York
$280K -$1.27K -30 -0.5%
BFA
78
Beacon Financial Advisory
Ohio
$268K +$52.2K +1,231 +25%
CB
79
Chris Bulman
California
$268K +$260K +6,131 New
4WM
80
4J Wealth Management
Virginia
$251K
DBRC
81
D.B. Root & Company
Pennsylvania
$249K
EWA
82
Evolution Wealth Advisors
Florida
$249K +$241K +5,695 New
DWP
83
Daymark Wealth Partners
Ohio
$249K +$241K +5,694 New
TSW
84
Three Seasons Wealth
Utah
$237K +$230K +5,420 New
Jane Street
85
Jane Street
New York
$235K +$228K +5,384 New
RIS
86
Retirement Income Solutions
Michigan
$234K
PIAS
87
PCA Investment Advisory Services
Ohio
$231K
SW
88
Schulz Wealth
Texas
$224K -$144K -3,390 -40%
CPIG
89
Chicago Partners Investment Group
Illinois
$223K -$16K -378 -7%
EWA
90
EverSource Wealth Advisors
Alabama
$218K +$19.1K +450 +10%
TC
91
TownSquare Capital
Utah
$217K
CF
92
Centaurus Financial
California
$190K -$278K -6,555 -60%
Barclays
93
Barclays
United Kingdom
$178K +$173K +4,072 New
IA
94
IFP Advisors
Florida
$141K +$27.6K +652 +25%
SS
95
Sunbelt Securities
Texas
$123K
GEA
96
Glen Eagle Advisors
New Jersey
$104K +$50.2K +1,185 +99%
CPA
97
Clear Point Advisors
New York
$93.1K
Morgan Stanley
98
Morgan Stanley
New York
$45.8K +$31.3K +738 +237%
CIAS
99
Capital Investment Advisory Services
North Carolina
$41.5K +$33.5K +790 +494%
US Bancorp
100
US Bancorp
Minnesota
$38.2K