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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