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Innovator US Equity Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$225K
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$224K
WIA
78
World Investment Advisors
California
$220K +$215K +6,196 New
SIA
79
Soltis Investment Advisors
Utah
$210K +$199K +5,716 New
IA
80
IFP Advisors
Florida
$165K
SWM
81
Sugarloaf Wealth Management
Georgia
$130K
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$106K -$21.2K -609 -17%
AF
83
Advisornet Financial
Minnesota
$85.6K
BFEC
84
Benjamin F. Edwards & Company
Missouri
$84K
CIA
85
Cape Investment Advisory
Georgia
$78.4K
WP
86
WealthShield Partners
North Carolina
$77K
TWM
87
Tradition Wealth Management
Minnesota
$76K +$69.6K +2,001 New
AIC
88
Archer Investment Corporation
Indiana
$73.7K
OCM
89
Orion Capital Management
California
$59.8K
CFD
90
Creative Financial Designs
Indiana
$36.7K
EWA
91
EverSource Wealth Advisors
Alabama
$18K
SAG
92
SageView Advisory Group
California
$7.04K +$8.95M +257,517 +3,659%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K
US Bancorp
94
US Bancorp
Minnesota
$2.16K +$2.05K +59 New
SPC
95
Sigma Planning Corp
Michigan
-$401K -11,911 Closed
MAM
96
Milestone Asset Management
Pennsylvania
-$256K -7,608 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
-$101 -3 Closed