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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
126
Cape Investment Advisory
Georgia
$210K -$12.8K -400 -6%
LFAS
127
Level Four Advisory Services
Texas
$208K +$199K +6,245 New
CNWM
128
Clay Northam Wealth Management
California
$206K -$55.5K -1,739 -22%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$204K -$61.8K -1,935 -24%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$166K
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$162K -$171K -5,357 -52%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$137K -$32K -1,003 -20%
AIC
133
Archer Investment Corporation
Indiana
$136K
SWM
134
Spire Wealth Management
Virginia
$126K
AF
135
Advisornet Financial
Minnesota
$119K
UBS Group
136
UBS Group
Switzerland
$105K +$70.1K +2,194 +226%
PP
137
PFS Partners
New Jersey
$84.1K -$798 -25 -1%
FA
138
Fiduciary Alliance
South Carolina
$78.7K +$75.5K +2,365 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$78K -$265K -8,294 -78%
EWA
140
EverSource Wealth Advisors
Alabama
$66.1K
GWM
141
Grand Wealth Management
Michigan
$43.1K +$41.4K +1,296 New
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$33.3K
DI
143
Disciplined Investments
Oklahoma
$33.3K
First Manhattan
144
First Manhattan
New York
$22.2K
LFG
145
Larson Financial Group
Missouri
$17.8K
GWM
146
Geneos Wealth Management
Colorado
$16.6K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$8.09K -$20.7K -648 -73%
CP
148
Castleview Partners
Texas
$4.13K
CIAS
149
Capital Investment Advisory Services
North Carolina
$1.17K
WMA
150
West Michigan Advisors
Michigan
-$7.3M -232,126 Closed