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Innovator US Equity Power Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
101
Bedel Financial Consulting
Indiana
$203K +$209K +7,261 New
BBPWM
102
Blue Bell Private Wealth Management
Pennsylvania
$202K +$187K +6,500 +648%
OIA
103
Optimum Investment Advisors
Illinois
$189K +$28.8K +1,000 +17%
HI
104
Harbour Investments
Wisconsin
$176K
IF
105
Integrity Financial
Wyoming
$147K +$69.1K +2,401 +78%
SWM
106
Spire Wealth Management
Virginia
$135K +$144K +5,000 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$114K -$28.8K -1,000 -20%
UBS Group
108
UBS Group
Switzerland
$103K +$81.9K +2,849 +289%
CWM
109
Consultiva Wealth Management
Puerto Rico
$87K
CFD
110
Creative Financial Designs
Indiana
$82K +$87.7K +3,050 New
MCC
111
Money Concepts Capital
Florida
$65K +$69.6K +2,420 New
Morgan Stanley
112
Morgan Stanley
New York
$28K +$23.6K +820 +371%
CCM
113
Covington Capital Management
California
$13K
SWA
114
Sutton Wealth Advisors
Florida
$11.4K +$12.1K +421 New
William Blair & Company
115
William Blair & Company
Illinois
$11K -$11.5K -400 -50%
AWM
116
AllSquare Wealth Management
New York
$9K +$10.1K +350 New
GI
117
Gradient Investments
Minnesota
$8K -$2.76K -96 -26%
SIS
118
Sound Income Strategies
Florida
$7K
CAL
119
Capital Analysts LLC
Pennsylvania
$6K +$6.41K +223 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$1K +$1.44K +50 New
WIA
121
World Investment Advisors
California
-$2.75M -96,564 Closed
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
-$154K -5,401 Closed
BMD
123
Better Money Decisions
New Mexico
-$115K -4,024 Closed
WCAMG
124
Woodard & Company Asset Management Group
North Carolina
-$14K -500 Closed