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Innovator US Equity Power Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
151
Betterment LLC
New York
$308K -$21.1K -572 -7%
CAG
152
Compass Advisory Group
New York
$301K
WP
153
WealthPLAN Partners
Nebraska
$294K -$91.3K -2,471 -24%
BWM
154
Brown Wealth Management
Illinois
$287K +$72.9K +1,974 +35%
BRWA
155
B. Riley Wealth Advisors
Florida
$287K -$997 -27 -0.4%
BAM
156
Belpointe Asset Management
Nevada
$284K -$560K -15,173 -67%
SAG
157
SageView Advisory Group
California
$282K +$11.1K +300 +4%
TW
158
Transform Wealth
Colorado
$281K
LSA
159
Lion Street Advisors
Texas
$279K +$25.6K +692 +10%
SVWAG
160
Sound View Wealth Advisors Group
Georgia
$276K
AWM
161
Atticus Wealth Management
Florida
$271K
LWM
162
Lakeridge Wealth Management
Ohio
$258K +$252K +6,825 New
CWS
163
Cypress Wealth Services
California
$252K
FA
164
Fiduciary Alliance
South Carolina
$241K +$21.5K +581 +10%
SCA
165
Snowden Capital Advisors
New York
$233K +$228K +6,167 New
Citadel Advisors
166
Citadel Advisors
Florida
$233K -$228K -6,168 -50%
LF
167
Lantz Financial
Illinois
$233K +$227K +6,148 New
RFG
168
Range Financial Group
Oregon
$224K +$219K +5,918 New
BCI
169
Brinker Capital Investments
Pennsylvania
$223K +$218K +5,903 New
OPS
170
Orion Portfolio Solutions
Nebraska
$223K +$218K +5,903 New
PA
171
PFG Advisors
Arizona
$222K +$217K +5,870 New
USCWA
172
U.S. Capital Wealth Advisors
Texas
$221K +$216K +5,845 New
ASN
173
Advisory Services Network
Georgia
$209K
W
174
WorthPointe
California
$201K +$196K +5,307 New
JP Morgan Chase
175
JP Morgan Chase
New York
$175K +$76.3K +2,065 +81%