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Innovator US Equity Power Buffer ETF December
PDEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$938K +$98.7K +2,312 +12%
AF
102
Advisornet Financial
Minnesota
$922K +$174K +4,068 +24%
OCM
103
Orion Capital Management
California
$910K +$46.6K +1,093 +5%
TWM
104
TopTier Wealth Management
Wisconsin
$838K +$824K +19,310 New
AA
105
Advisory Advocates
Michigan
$823K +$810K +18,981 New
PF
106
Phoenix Financial
Israel
$812K +$1.71K +40 +0.2%
CHC
107
City Holding Co
West Virginia
$780K -$38.4K -900 -5%
T
108
TrustBank
Illinois
$752K +$740K +17,346 New
CA
109
Continuum Advisory
Idaho
$749K +$128 +3 +0%
BSCCG
110
Blue Sky Capital Consultants Group
California
$740K +$519K +12,173 +250%
Q1WB
111
Quest 10 Wealth Builders
Virginia
$739K – – –
CAG
112
Csenge Advisory Group
Florida
$705K – – –
CTFG
113
Capstone Triton Financial Group
Oklahoma
$703K – – –
AGWCA
114
Annis Gardner Whiting Capital Advisors
Florida
$701K – – –
MA
115
Mutual Advisors
Nebraska
$682K +$222K +5,210 +50%
NFS
116
NewCorp Financial Services
Georgia
$674K +$663K +15,538 New
USCWA
117
U.S. Capital Wealth Advisors
Texas
$672K +$108K +2,531 +20%
BWS
118
BFI Wealth Solutions
Texas
$670K +$659K +15,456 New
W
119
WPWealth
Texas
$665K – – –
LWM
120
Lakeridge Wealth Management
Ohio
$639K +$178K +4,162 +39%
EWA
121
Evolution Wealth Advisors
Florida
$621K – – –
WIA
122
World Investment Advisors
California
$607K +$36.1K +847 +6%
TAP
123
TSG Advice Partners
Ohio
$603K +$593K +13,906 New
WC
124
Waterloo Capital
Texas
$589K -$5.33K -125 -0.9%
DAS
125
Dynamic Advisor Solutions
Arizona
$584K +$14.8K +347 +3%
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5
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