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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Sugarloaf Wealth Management
Georgia
$193K +$199K +6,703 New
SWM
77
Spire Wealth Management
Virginia
$89K – – –
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$64K – – –
BMD
79
Better Money Decisions
New Mexico
$44K +$45.4K +1,527 New
CP
80
Castleview Partners
Texas
$41K +$36.7K +1,235 +996%
SWA
81
Sutton Wealth Advisors
Florida
$32.1K – – –
JWBC
82
John W. Brooker & Co
California
$20K – – –
First Manhattan
83
First Manhattan
New York
$19K – – –
OCM
84
Orion Capital Management
California
$18K – – –
GWM
85
Geneos Wealth Management
Colorado
$14K – – –
WCAMG
86
Woodard & Company Asset Management Group
North Carolina
$14K – – –
UBS Group
87
UBS Group
Switzerland
$13K +$13.2K +443 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$5K -$9.66K -325 -66%
SCFS
89
S.C. Financial Services
Arizona
– -$874K -28,000 Closed
5L
90
55I LLC
Massachusetts
– -$659K -21,113 Closed
RPGK
91
Retirement Planning Group (Kansas)
Kansas
– -$461K -14,775 Closed
TW
92
Transform Wealth
Colorado
– -$250K -8,001 Closed
BFC
93
Bedel Financial Consulting
Indiana
– -$211K -6,772 Closed
FFN
94
Focus Financial Network
Minnesota
– -$202K -6,474 Closed
MCC
95
Money Concepts Capital
Florida
– -$191K -6,125 Closed
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
– -$147K -4,708 Closed
EI
97
Ellevest Inc
New York
– +$30 +1 New