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Innovator US Small Cap Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
SageView Advisory Group
101
SageView Advisory Group
California
$218K -$62.9K -1,532 -23%
SFGP
102
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$208K – – –
CoreCap Advisors
103
CoreCap Advisors
Michigan
$203K -$2.54K -62 -1%
Harbour Investments
104
Harbour Investments
Wisconsin
$189K +$77.9K +1,898 +71%
FNWA
105
Financial Network Wealth Advisors
Utah
$185K – – –
NS
106
NBC Securities
Alabama
$145K – – –
NB
107
NBT Bank
New York
$114K – – –
Steward Partners Investment Advisory
108
Steward Partners Investment Advisory
New York
$89.5K -$2.01K -49 -2%
AIC
109
Archer Investment Corporation
Indiana
$82.8K – – –
EverSource Wealth Advisors
110
EverSource Wealth Advisors
Alabama
$50.5K -$7.47K -182 -13%
Parallel Advisors
111
Parallel Advisors
California
$36.9K +$36.6K +892 New
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$34.5K +$34.2K +833 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$34K -$33.5K -815 -50%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$20.7K – – –
Allworth Financial
115
Allworth Financial
California
$17.2K -$12.8K -313 -43%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$12.4K – – –
GWM
117
Gilpin Wealth Management
Colorado
$12.4K +$12.3K +300 New
Morgan Stanley
118
Morgan Stanley
New York
$10.5K – – –
CIA
119
Cape Investment Advisory
Georgia
$10.4K +$10.3K +250 New
Whittier Trust
120
Whittier Trust
California
$8.44K – – –
JP Morgan Chase
121
JP Morgan Chase
New York
$7.37K – – –
AssetMark Inc
122
AssetMark Inc
California
$3.48K – – –
MCA
123
McGuire Capital Advisors
Oklahoma
$994 +$985 +24 New
SB
124
Strategic Blueprint
Georgia
– -$2.02M -49,995 Closed
Old Mission Capital
125
Old Mission Capital
Illinois
– -$1.9M -47,031 Closed