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Innovator Laddered Allocation Power Buffer ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
51
DHJJ Financial Advisors
Illinois
$297K -$11.6K -305 -4%
LWA
52
Lineweaver Wealth Advisors
Ohio
$289K +$294K +7,717 New
SPWM
53
Straight Path Wealth Management
Michigan
$288K +$21.7K +569 +8%
TF
54
Trek Financial
Arizona
$282K
HI
55
Harbour Investments
Wisconsin
$279K
WP
56
WealthPLAN Partners
Nebraska
$247K +$219K +5,749 +689%
SOS
57
Silver Oak Securities
Tennessee
$239K +$243K +6,384 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$233K +$237K +6,225 New
BA
59
Bellwether Advisors
Nebraska
$225K
CTFG
60
Capstone Triton Financial Group
Oklahoma
$211K -$3.16K -83 -1%
AWS
61
Atria Wealth Solutions
New York
$208K +$211K +5,539 New
HBW
62
Hazlett, Burt & Watson
West Virginia
$134K +$120K +3,148 +787%
HIA
63
Harbor Investment Advisory
Maryland
$120K +$122K +3,213 New
Morgan Stanley
64
Morgan Stanley
New York
$113K
GWM
65
Geneos Wealth Management
Colorado
$106K -$94.5K -2,480 -47%
SPIA
66
Steward Partners Investment Advisory
New York
$78.5K +$79.8K +2,094 New
SWM
67
Sugarloaf Wealth Management
Georgia
$56.4K
PTC
68
Private Trust Company
Ohio
$18.8K
UBS Group
69
UBS Group
Switzerland
$12.9K -$60.4K -1,584 -82%
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$12K
CAL
71
Capital Advisors Ltd
Ohio
$11K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$9.53K +$9.68K +254 New
SS
73
Sunbelt Securities
Texas
$9.38K
Wells Fargo
74
Wells Fargo
California
$16
HCM
75
Hudson Capital Management
New Jersey
-$4.15M -109,621 Closed