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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
Trek Financial
Arizona
$941K +$895K +26,809 New
KWS
77
Keystone Wealth Services
California
$930K +$133K +3,985 +18%
SEP
78
Southland Equity Partners
Missouri
$924K +$131K +3,918 +17%
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$918K
PCS
80
Personal CFO Solutions
New Jersey
$911K +$867K +25,965 New
CAL
81
Capital Analysts LLC
Pennsylvania
$911K +$5.14K +154 +0.6%
WS
82
Wedbush Securities
California
$910K +$252K +7,536 +41%
W
83
WPWealth
Texas
$877K +$509K +15,253 +157%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$859K +$357K +10,700 +78%
AWAG
85
ARS Wealth Advisors Group
Florida
$817K +$777K +23,275 New
CA
86
Continuum Advisory
Idaho
$780K +$743K +22,233 New
AAS
87
Avantax Advisory Services
Texas
$780K -$56.1K -1,681 -7%
CW
88
CreativeOne Wealth
Kansas
$769K +$732K +21,903 New
TSW
89
Three Seasons Wealth
Utah
$769K +$731K +21,900 New
CWG
90
Crown Wealth Group
North Carolina
$761K -$10.4M -311,344 -93%
SB
91
Strategic Blueprint
Georgia
$738K -$104K -3,103 -13%
OCM
92
Orion Capital Management
California
$720K
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$711K
VWA
94
Visionary Wealth Advisors
Illinois
$707K +$93.2K +2,789 +16%
AF
95
Advisornet Financial
Minnesota
$702K +$548K +16,416 +458%
WP
96
WealthSource Partners
California
$700K -$6.68K -200 -1%
IA
97
IFP Advisors
Florida
$670K +$9.62K +288 +2%
FA
98
FSA Advisors
Michigan
$670K +$637K +19,085 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$660K
SWM
100
Sugarloaf Wealth Management
Georgia
$642K +$220K +6,580 +56%