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
HighTower Advisors
1
HighTower Advisors
Illinois
$17.5M +$17.7M +687,392 +6,728%
CAG
2
Compass Advisory Group
New York
$14.9M +$15M +582,916 +5,485%
GI
3
Gradient Investments
Minnesota
$14.7M +$15.1M +586,853 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.2M +$3.57M +138,462 +52%
PCS
5
Personal CFO Solutions
New Jersey
$9.66M +$9.94M +386,109 New
LJAC
6
L.J. Altfest & Co
New York
$9.14M +$9.4M +365,141 New
AF
7
Allworth Financial
California
$7.57M +$3.4M +132,173 +78%
TWM
8
Tradition Wealth Management
Minnesota
$5.92M +$244K +9,492 +4%
PP
9
PFS Partners
New Jersey
$4.77M +$4.91M +190,677 +762,708%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.51M +$1.82M +70,503 +64%
MWM
11
Maltin Wealth Management
New Jersey
$4.14M +$300K +11,661 +8%
GSIS
12
Global Strategic Investment Solutions
Arizona
$3.86M +$2.71M +105,322 +215%
ODFS
13
O'Donnell Financial Services
California
$3.67M +$3.77M +146,500 New
AAS
14
Avantax Advisory Services
Texas
$2.52M +$162K +6,280 +7%
BCM
15
Brookstone Capital Management
Illinois
$2.48M +$2.62M +101,659 New
MW
16
Marcum Wealth
Ohio
$2.16M +$91.3K +3,546 +4%
OBWG
17
Onyx Bridge Wealth Group
New York
$2.05M +$2.11M +81,739 New
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$1.86M -$47.2K -1,831 -2%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$1.77M
BFG
20
Berger Financial Group
Minnesota
$1.76M +$821K +31,876 +82%
DI
21
Diligent Investors
California
$1.54M +$833K +32,357 +110%
IFG
22
Independent Financial Group
California
$1.29M
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$1.31M +50,823 New
CWS
24
Cypress Wealth Services
California
$1.24M +$1.27M +49,481 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.19M +$385K +14,951 +46%