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
LAA
101
Liberty Atlantic Advisors
Texas
$250K
SPC
102
Sigma Planning Corp
Michigan
$246K +$35.3K +833 +16%
BFG
103
Berger Financial Group
Minnesota
$239K -$32.4K -766 -12%
OMC
104
Old Mission Capital
Illinois
$235K +$239K +5,637 New
SG
105
Sherry Group
Arkansas
$222K -$3.24M -76,577 -95%
SAG
106
SageView Advisory Group
California
$220K
Creative Planning
107
Creative Planning
Kansas
$220K +$223K +5,273 New
CA
108
CoreCap Advisors
Michigan
$218K +$13.7K +324 +7%
KWS
109
Keystone Wealth Services
California
$215K +$219K +5,165 New
WW
110
Winnow Wealth
Texas
$208K -$27.8K -656 -12%
OWA
111
Outlook Wealth Advisors
Texas
$208K -$28.4K -670 -12%
FNWA
112
Financial Network Wealth Advisors
Utah
$187K
GCP
113
Gill Capital Partners
Colorado
$174K +$177K +4,177 New
NS
114
NBC Securities
Alabama
$156K +$9.95K +235 +7%
NB
115
NBT Bank
New York
$115K
SPIA
116
Steward Partners Investment Advisory
New York
$90.2K
AIC
117
Archer Investment Corporation
Indiana
$83.4K
MCM
118
MAI Capital Management
Ohio
$73.6K +$74.7K +1,765 New
EWA
119
EverSource Wealth Advisors
Alabama
$49.5K -$1.44K -34 -3%
AF
120
Allworth Financial
California
$45.2K +$28.2K +667 +160%
FFA
121
Farther Finance Advisors
California
$40.9K +$41.4K +978 New
PWPS
122
Pinnacle Wealth Planning Services
Ohio
$34.8K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$33.9K
IA
124
IFG Advisory
Georgia
$32.1K +$32.6K +770 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$20.9K