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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
Evolution Wealth Advisors
Florida
$537K
W
102
WPWealth
Texas
$529K -$184K -5,002 -26%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$526K +$516K +14,018 New
AAP
104
Arax Advisory Partners
Colorado
$517K
WC
105
Waterloo Capital
Texas
$506K
SWM
106
Spire Wealth Management
Virginia
$501K +$37 +1 +0%
DFA
107
DHJJ Financial Advisors
Illinois
$500K -$3.68K -100 -0.7%
Cerity Partners
108
Cerity Partners
New York
$497K
CFP
109
Cypress Financial Planning
New Jersey
$473K -$2.17K -59 -0.5%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$471K -$754K -20,475 -62%
CWG
111
Crown Wealth Group
North Carolina
$453K -$38.8K -1,053 -8%
MWM
112
Modera Wealth Management
New Jersey
$433K
FFN
113
Focus Financial Network
Minnesota
$416K -$14.6K -396 -3%
OWA
114
Outlook Wealth Advisors
Texas
$403K -$5.49K -149 -0.3%
HI
115
Harbour Investments
Wisconsin
$384K
IWC
116
Integrated Wealth Concepts
Massachusetts
$381K
CWS
117
Cypress Wealth Services
California
$370K -$60K -1,629 -14%
SIA
118
Soltis Investment Advisors
Utah
$364K -$98.7K -2,681 -22%
PWA
119
Phoenix Wealth Advisors
North Carolina
$359K
VBFP
120
Valtinson Bruner Financial Planning
Minnesota
$351K -$4.6K -125 -1%
XF
121
XML Financial
Maryland
$349K
CAC
122
Certified Advisory Corp
Florida
$342K -$4.97K -135 -1%
TWP
123
TFO Wealth Partners
Ohio
$327K
AFP
124
Ausdal Financial Partners
Iowa
$312K
BAM
125
Belpointe Asset Management
Nevada
$312K +$5.04K +137 +2%