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Innovator US Small Cap Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Faithward Advisors
Pennsylvania
$359K +$332K +10,692 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$348K
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$341K
CWS
54
Cypress Wealth Services
California
$336K
CA
55
CoreCap Advisors
Michigan
$335K -$17.7K -569 -6%
BWM
56
BCGM Wealth Management
Indiana
$330K +$8.96K +288 +3%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$311K
SB
58
Strategic Blueprint
Georgia
$308K +$280K +8,991 New
AWA
59
Arete Wealth Advisors
Illinois
$287K +$260K +8,368 New
AIA
60
Alera Investment Advisors
Illinois
$283K -$53.7K -1,727 -17%
DI
61
Diligent Investors
California
$273K
SWP
62
Summit Wealth Partners
Florida
$261K +$28.5K +918 +14%
MSFS
63
Main Street Financial Solutions
Pennsylvania
$257K
WS
64
Wedbush Securities
California
$230K
CWM
65
Castle Wealth Management
Florida
$221K +$201K +6,450 New
1W
66
1776 Wealth
Georgia
$218K +$197K +6,350 New
JP Morgan Chase
67
JP Morgan Chase
New York
$216K +$196K +6,301 New
ICG
68
InterOcean Capital Group
Tennessee
$212K -$56K -1,800 -23%
SI
69
Stephens Inc
Arkansas
$207K -$18.7K -600 -9%
BFG
70
Berger Financial Group
Minnesota
$206K -$56.2K -1,807 -23%
SWM
71
Sugarloaf Wealth Management
Georgia
$191K +$98.7K +3,175 +132%
HI
72
Harbour Investments
Wisconsin
$92.7K -$7.4K -238 -8%
Morgan Stanley
73
Morgan Stanley
New York
$85.8K
CIAS
74
Capital Investment Advisory Services
North Carolina
$80.1K +$72.6K +2,336 New
TWP
75
TFO Wealth Partners
Ohio
$75.1K