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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
126
Greenup Street Wealth Management
Michigan
$220K +$215K +6,993 New
TF
127
Trek Financial
Arizona
$214K
BFC
128
Bedel Financial Consulting
Indiana
$213K -$38.1K -1,239 -15%
CIA
129
Cape Investment Advisory
Georgia
$211K +$206K +6,700 New
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$161K +$57.8K +1,879 +58%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$157K -$109K -3,527 -41%
AIC
132
Archer Investment Corporation
Indiana
$129K +$126K +4,100 New
SWM
133
Spire Wealth Management
Virginia
$120K +$117K +3,800 New
AF
134
Advisornet Financial
Minnesota
$113K
PP
135
PFS Partners
New Jersey
$80.3K
GI
136
Gradient Investments
Minnesota
$79.5K -$26M -845,597 -100%
JP Morgan Chase
137
JP Morgan Chase
New York
$65K
EWA
138
EverSource Wealth Advisors
Alabama
$62.4K +$61.1K +1,985 New
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$31.4K
DI
140
Disciplined Investments
Oklahoma
$31.4K
UBS Group
141
UBS Group
Switzerland
$30.5K -$15.3K -497 -34%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$28K +$27.4K +891 New
AAS
143
Ameritas Advisory Services
Nebraska
$26.7K +$26.1K +848 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$26.2K +$25.6K +832 New
First Manhattan
145
First Manhattan
New York
$21K
LFG
146
Larson Financial Group
Missouri
$16.9K +$16.5K +536 New
GWM
147
Geneos Wealth Management
Colorado
$15.7K
CP
148
Castleview Partners
Texas
$3.9K
CIAS
149
Capital Investment Advisory Services
North Carolina
$1.1K +$1.08K +35 New
SCA
150
Stuart Chaussee & Associates
California
-$6.24M -208,624 Closed