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DDFL

Innovator Equity Dual Directional 15 Buffer ETF - July

Name Holding Trade Value Shares
Change
Change in
Stake
RCWM
26
Red Crane Wealth Management
California
$417K -$135K -6,440 -25%
CRWM
27
Castle Rock Wealth Management
California
$403K
SOS
28
Silver Oak Securities
Tennessee
$402K -$423K -20,142 -52%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$391K -$658K -31,299 -63%
BW
30
BIP Wealth
Georgia
$370K -$195K -9,278 -35%
Citadel Advisors
31
Citadel Advisors
Florida
$337K +$333K +15,859 New
HAS
32
HBW Advisory Services
California
$288K
PWMG
33
Pinnacle Wealth Management Group
Michigan
$268K
GFA
34
Gallagher Fiduciary Advisors
Illinois
$248K
CWAF
35
Core Wealth Advisors (Florida)
Florida
$232K
CWRP
36
Cassady Wealth & Retirement Planning
Nevada
$227K +$225K +10,694 New
AC
37
Applied Capital
Arkansas
$212K +$209K +9,964 New
MML Investors Services
38
MML Investors Services
Massachusetts
$211K +$209K +9,960 New
EWM
39
Evolution Wealth Management
Florida
$155K
PWA
40
Physician Wealth Advisors
Utah
$91.2K
RRA
41
Red Reef Advisors
Florida
$89.3K -$31.5K -1,500 -26%
DFA
42
DHJJ Financial Advisors
Illinois
$77.3K
Barclays
43
Barclays
United Kingdom
$62.3K -$73.5K -3,498 -54%
RIL
44
Rothschild Investment LLC
Illinois
$53.1K
NS
45
NBC Securities
Alabama
$46.3K +$45.8K +2,180 New
ACA
46
Aptus Capital Advisors
Alabama
$37.2K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$17.2K +$17K +809 New
NWMP
48
Noble Wealth Management PBC
Colorado
$15.3K
GWM
49
Gilpin Wealth Management
Colorado
$8.49K
IA
50
IFP Advisors
Florida
$2.55K -$231K -11,000 -99%