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Innovator US Equity Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$214K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$188K – – –
HI
78
Harbour Investments
Wisconsin
$180K – – –
IA
79
IFP Advisors
Florida
$168K +$17.5K +400 +12%
FNWA
80
Financial Network Wealth Advisors
Utah
$119K – – –
PS
81
Principal Securities
Iowa
$75.7K – – –
SWM
82
Sugarloaf Wealth Management
Georgia
$63.7K -$10.9K -250 -15%
CIA
83
Cape Investment Advisory
Georgia
$49.5K – – –
UBS Group
84
UBS Group
Switzerland
$45.1K +$27.1K +621 +163%
CP
85
Castleview Partners
Texas
$42.6K -$33.9K -776 -45%
Barclays
86
Barclays
United Kingdom
$38.8K +$37.6K +861 New
CFD
87
Creative Financial Designs
Indiana
$22.5K – – –
AssetMark Inc
88
AssetMark Inc
California
$21.6K +$20.9K +479 New
LFG
89
Larson Financial Group
Missouri
$20.1K -$15.6K -356 -44%
AF
90
Advisornet Financial
Minnesota
$19.9K – – –
AF
91
Allworth Financial
California
$18K – – –
NS
92
NBC Securities
Alabama
$8K – – –
GWM
93
Geneos Wealth Management
Colorado
$7.2K – – –
EWA
94
EverSource Wealth Advisors
Alabama
$6.75K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BAM
96
Belpointe Asset Management
Nevada
– -$2.03M -47,047 Closed
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
– -$659K -15,263 Closed
BWM
98
Brown Wealth Management
Illinois
– -$383K -8,878 Closed
MHS
99
M Holdings Securities
Oregon
– -$333K -7,704 Closed
CB
100
Chris Bulman
California
– -$265K -6,139 Closed