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Innovator US Equity Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.68M +$2M +59,735 +79%
NA
2
NewEdge Advisors
Louisiana
$3.63M +$3.5M +104,598 New
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.16M -$4.32K -129 -0.1%
PCM
4
Penserra Capital Management
California
$3M -$200K -5,968 -6%
RJA
5
Raymond James & Associates
Florida
$2.99M +$1.89M +56,443 +190%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.22M -$6.5K -194 -0.3%
Cerity Partners
7
Cerity Partners
New York
$2.05M -$436K -13,000 -18%
W
8
WPWealth
Texas
$2.03M +$1.96M +58,548 New
HighTower Advisors
9
HighTower Advisors
Illinois
$1.91M +$164K +4,890 +10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.79M +$472K +14,088 +37%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$1.73M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.59M +$162K +4,842 +12%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$1.58M +$1.52M +45,473 New
MPCL
14
My Personal CFO LLC
Washington
$1.22M +$811K +24,193 +220%
BCM
15
Beck Capital Management
Texas
$1.17M -$1.61M -47,939 -59%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$1.13M +$14.7K +440 +1%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.09M +$196K +5,864 +23%
AWM
18
AE Wealth Management
Kansas
$922K +$274K +8,168 +44%
SWM
19
Spire Wealth Management
Virginia
$897K +$867K +25,885 New
IIA
20
Integral Investment Advisors
California
$858K -$1.84K -55 -0.2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$815K +$787K +23,503 New
DFA
22
DHJJ Financial Advisors
Illinois
$782K -$13.7K -409 -2%
SB
23
Strategic Blueprint
Georgia
$680K +$77.5K +2,313 +13%
MHS
24
M Holdings Securities
Oregon
$632K
CA
25
Cetera Advisors
Colorado
$567K +$271K +8,096 +98%