We are live on ! Find out more
KJUL icon

Innovator US Small Cap Power Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$491K -17,273 -33%
LIWM
27
Long Island Wealth Management
New York
$1.03M +$10.4K +365 +1%
GCP
28
Gill Capital Partners
Colorado
$1.03M
JCM
29
Jacobi Capital Management
Pennsylvania
$998K +$974K +34,273 New
LPL Financial
30
LPL Financial
California
$949K +$73.7K +2,593 +9%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$869K -$22.7K -800 -3%
MHS
32
M Holdings Securities
Oregon
$866K +$214K +7,515 +34%
MW
33
Marcum Wealth
Ohio
$769K +$217K +7,634 +41%
W
34
WorthPointe
California
$755K +$3.61K +127 +0.5%
Truist Financial
35
Truist Financial
North Carolina
$752K +$247K +8,700 +51%
DFA
36
DHJJ Financial Advisors
Illinois
$732K +$108K +3,816 +18%
GSIS
37
Global Strategic Investment Solutions
Arizona
$732K -$52.7K -1,856 -7%
SAG
38
SageView Advisory Group
California
$723K -$32.1K -1,128 -4%
BCM
39
Brookstone Capital Management
Illinois
$722K +$368K +12,933 +109%
RJA
40
Raymond James & Associates
Florida
$683K +$146K +5,131 +28%
IA
41
IFP Advisors
Florida
$624K +$68.2K +2,400 +13%
CWG
42
Crown Wealth Group
North Carolina
$618K -$100K -3,526 -14%
TWM
43
Tradition Wealth Management
Minnesota
$577K -$70.3K -2,474 -11%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$576K -$121K -4,262 -18%
SWM
45
Sugarloaf Wealth Management
Georgia
$538K +$193K +6,785 +58%
CPIG
46
Chicago Partners Investment Group
Illinois
$515K
GTAM
47
Global Trust Asset Management
Florida
$510K
WA
48
Wealth Alliance
New York
$501K +$124K +4,377 +34%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$444K +$210K +7,400 +94%
CAL
50
Capital Analysts LLC
Pennsylvania
$441K