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Innovator US Equity Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
76
Soltis Investment Advisors
Utah
$274K
VBFP
77
Valtinson Bruner Financial Planning
Minnesota
$271K
EWM
78
Evolution Wealth Management
Florida
$254K +$245K +5,256 New
SPWG
79
Syntegra Private Wealth Group
Missouri
$253K
KCM
80
Kathmere Capital Management
Pennsylvania
$228K -$140 -3 -0.1%
SWP
81
Summit Wealth Partners
Florida
$228K +$220K +4,713 New
SAG
82
SageView Advisory Group
California
$221K +$4.9K +105 +2%
FFN
83
Focus Financial Network
Minnesota
$210K +$203K +4,346 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$209K +$201K +4,316 New
CA
85
CoreCap Advisors
Michigan
$207K +$56.3K +1,205 +39%
SMAM
86
Sugar Maple Asset Management
Wisconsin
$205K +$198K +4,248 New
MFG
87
MTM Financial Group
Pennsylvania
$201K +$194K +4,155 New
CFS
88
Compass Financial Services
Iowa
$196K
WCM
89
Weaver Capital Management
Georgia
$145K
WP
90
WealthShield Partners
North Carolina
$126K -$3.88K -83 -3%
ASN
91
Advisory Services Network
Georgia
$118K +$114K +2,443 New
GTAM
92
Global Trust Asset Management
Florida
$96.6K
AIC
93
Archer Investment Corporation
Indiana
$93.6K +$1.63K +35 +2%
CIAS
94
Capital Investment Advisory Services
North Carolina
$89.1K
AF
95
Advisornet Financial
Minnesota
$66.5K
OCM
96
Orion Capital Management
California
$65.7K
PWA
97
Physician Wealth Advisors
Utah
$50.9K
CFD
98
Creative Financial Designs
Indiana
$48.3K
EWA
99
EverSource Wealth Advisors
Alabama
$24.7K
NWMP
100
Noble Wealth Management PBC
Colorado
$15.7K +$15.2K +325 New