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Innovator Equity Dual Directional 15 Buffer ETF - March

Name Holding Trade Value Shares
Change
Change in
Stake
Merit Financial Group
26
Merit Financial Group
Georgia
$294K – – –
Occidental Asset Management
27
Occidental Asset Management
California
$268K – – –
Principal Securities
28
Principal Securities
Iowa
$248K -$5.86K -300 -2%
CWRP
29
Cassady Wealth & Retirement Planning
Nevada
$228K +$225K +11,530 New
BFWM
30
Bright Futures Wealth Management
New York
$209K -$522K -26,755 -72%
Old Mission Capital
31
Old Mission Capital
Illinois
$205K +$203K +10,389 New
Barclays
32
Barclays
United Kingdom
$200K +$197K +10,104 New
Harbour Investments
33
Harbour Investments
Wisconsin
$122K +$23.9K +1,227 +25%
Waverly Advisors
34
Waverly Advisors
Alabama
$109K – – –
Stone House Investment Management
35
Stone House Investment Management
Pennsylvania
$82.7K +$25.5K +1,305 +45%
IFP Advisors
36
IFP Advisors
Florida
$62.4K +$195 +10 +0.3%
IMA Advisory Services
37
IMA Advisory Services
Colorado
$59.2K +$58.6K +3,000 New
Physician Wealth Advisors
38
Physician Wealth Advisors
Utah
$49.4K – – –
Aptus Capital Advisors
39
Aptus Capital Advisors
Alabama
$36.5K +$26.4K +1,350 +270%
WCM
40
Weaver Capital Management
Georgia
$20.9K – – –
AE Wealth Management
41
AE Wealth Management
Kansas
$14.8K +$14.6K +750 New
GWM
42
Gilpin Wealth Management
Colorado
$10.7K +$2.73K +140 +35%
Goldman Sachs
43
Goldman Sachs
New York
– -$194K -10,331 Closed
Advisory Services Network
44
Advisory Services Network
Georgia
– -$20.6K -1,100 Closed
Woodard & Company Asset Management Group
45
Woodard & Company Asset Management Group
North Carolina
– -$18.8K -1,000 Closed
Guardian Wealth Advisors (North Carolina)
46
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$9.39K -500 Closed
Annis Gardner Whiting Capital Advisors
47
Annis Gardner Whiting Capital Advisors
Florida
– -$939 -50 Closed