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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modera Wealth Management
New Jersey
$384K +$368K +11,531 New
ICG
102
InterOcean Capital Group
Tennessee
$384K -$3.18M -99,620 -90%
KWM
103
Kingsview Wealth Management
Oregon
$373K -$20K -626 -5%
MSRI
104
Michael S. Ryan Inc
New York
$363K +$348K +10,896 New
SS
105
Sunbelt Securities
Texas
$356K
IWC
106
Integrated Wealth Concepts
Massachusetts
$338K -$10.4K -325 -3%
CFD
107
Creative Financial Designs
Indiana
$336K
FFN
108
Focus Financial Network
Minnesota
$330K
W
109
WPWealth
Texas
$324K -$207K -6,493 -40%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$321K
VA
111
Valmark Advisers
Ohio
$317K
DI
112
Diligent Investors
California
$311K
XF
113
XML Financial
Maryland
$310K +$10.3K +323 +4%
LPL Financial
114
LPL Financial
California
$309K
Citadel Advisors
115
Citadel Advisors
Florida
$291K +$279K +8,735 New
HI
116
Harbour Investments
Wisconsin
$290K
TWP
117
TFO Wealth Partners
Ohio
$290K
AWM
118
Axxcess Wealth Management
California
$278K
BRWA
119
B. Riley Wealth Advisors
Florida
$276K -$1.6K -50 -0.6%
FFG
120
Frisch Financial Group
New York
$266K -$54K -1,690 -17%
JP Morgan Chase
121
JP Morgan Chase
New York
$265K +$188K +5,886 +285%
MA
122
Mutual Advisors
Nebraska
$258K +$248K +7,765 New
AWS
123
Atria Wealth Solutions
New York
$234K -$3.83K -120 -2%
TF
124
Trek Financial
Arizona
$225K -$1.09K -34 -0.5%
BFC
125
Bedel Financial Consulting
Indiana
$225K