We are live on ! Find out more
BMAR icon

Innovator US Equity Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Summit Wealth Partners
Florida
$481K – – –
WTFG
52
Wood Tarver Financial Group
Idaho
$450K – – –
OCM
53
Orion Capital Management
California
$428K – – –
CA
54
COFG Advisors
Illinois
$424K – – –
TWM
55
TopTier Wealth Management
Wisconsin
$422K -$30.4K -540 -7%
CW
56
CreativeOne Wealth
Kansas
$417K +$10.8K +192 +3%
OWA
57
Outlook Wealth Advisors
Texas
$396K -$12.5K -222 -3%
ASN
58
Advisory Services Network
Georgia
$387K – – –
GS
59
GWN Securities
Florida
$382K +$6.42K +114 +2%
MFG
60
Merit Financial Group
Georgia
$373K +$78K +1,384 +27%
CA
61
Continuum Advisory
Idaho
$331K -$1.47K -26 -0.5%
DI
62
Diligent Investors
California
$309K – – –
KWM
63
KFG Wealth Management
Indiana
$293K +$5.29K +94 +2%
GPWA
64
Gaddis Premier Wealth Advisors
Oklahoma
$292K – – –
ACM
65
AlphaStar Capital Management
North Carolina
$285K +$279K +4,952 New
BFA
66
Beacon Financial Advisory
Ohio
$285K – – –
KWS
67
Keystone Wealth Services
California
$280K – – –
IA
68
IFP Advisors
Florida
$277K +$64.9K +1,152 +32%
FIA
69
Foundations Investment Advisors
Arizona
$275K +$47.7K +847 +22%
BSCCG
70
Blue Sky Capital Consultants Group
California
$274K – – –
Truist Financial
71
Truist Financial
North Carolina
$274K – – –
SWA
72
Stratos Wealth Advisors
Ohio
$267K – – –
CWS
73
Cypress Wealth Services
California
$257K – – –
CWG
74
Crown Wealth Group
North Carolina
$254K – – –
FAG
75
Fortitude Advisory Group
Washington
$242K – – –