We are live on ! Find out more
KJAN icon

Innovator US Small Cap Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Collaborative Wealth Management
Florida
$265K -$237K -5,597 -47%
Wedbush Securities
102
Wedbush Securities
California
$256K -$423 -10 -0.2%
LAA
103
Liberty Atlantic Advisors
Texas
$250K – – –
Sigma Planning Corp
104
Sigma Planning Corp
Michigan
$246K +$35.3K +833 +16%
BFG
105
Berger Financial Group
Minnesota
$239K -$32.4K -766 -12%
Old Mission Capital
106
Old Mission Capital
Illinois
$235K +$239K +5,637 New
SG
107
Sherry Group
Arkansas
$222K -$3.24M -76,577 -95%
SageView Advisory Group
108
SageView Advisory Group
California
$220K – – –
Creative Planning
109
Creative Planning
Kansas
$220K +$223K +5,273 New
CoreCap Advisors
110
CoreCap Advisors
Michigan
$218K +$13.7K +324 +7%
KWS
111
Keystone Wealth Services
California
$215K +$219K +5,165 New
WW
112
Winnow Wealth
Texas
$208K -$27.8K -656 -12%
OWA
113
Outlook Wealth Advisors
Texas
$208K -$28.4K -670 -12%
FNWA
114
Financial Network Wealth Advisors
Utah
$187K – – –
GCP
115
Gill Capital Partners
Colorado
$174K +$177K +4,177 New
NS
116
NBC Securities
Alabama
$156K +$9.95K +235 +7%
NB
117
NBT Bank
New York
$115K – – –
Steward Partners Investment Advisory
118
Steward Partners Investment Advisory
New York
$90.2K – – –
AIC
119
Archer Investment Corporation
Indiana
$83.4K – – –
MAI Capital Management
120
MAI Capital Management
Ohio
$73.6K +$74.7K +1,765 New
EverSource Wealth Advisors
121
EverSource Wealth Advisors
Alabama
$49.5K -$1.44K -34 -3%
Allworth Financial
122
Allworth Financial
California
$45.2K +$28.2K +667 +160%
Farther Finance Advisors
123
Farther Finance Advisors
California
$40.9K +$41.4K +978 New
PWPS
124
Pinnacle Wealth Planning Services
Ohio
$34.8K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$33.9K – – –