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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
151
Cypress Wealth Services
California
$333K
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$333K -$3.85K -100 -1%
TWP
153
TFO Wealth Partners
Ohio
$327K +$336K +8,710 New
WS
154
Wedbush Securities
California
$321K -$32.4K -840 -9%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$314K +$322K +8,350 New
AAP
156
Arax Advisory Partners
Colorado
$310K -$267K -6,939 -46%
AGWCA
157
Annis Gardner Whiting Capital Advisors
Florida
$305K
SIA
158
Soltis Investment Advisors
Utah
$301K -$189K -4,910 -38%
SVWAG
159
Sound View Wealth Advisors Group
Georgia
$277K
MAM
160
MMA Asset Management
Pennsylvania
$275K +$282K +7,315 New
GFG
161
Grantvest Financial Group
New Jersey
$272K +$279K +7,228 New
CNWM
162
Clay Northam Wealth Management
California
$265K
GSWM
163
Greenup Street Wealth Management
Michigan
$263K
LEFP
164
Leading Edge Financial Planning
Tennessee
$260K
OCFG
165
O'Connor Financial Group
Illinois
$259K
CWM
166
Castle Wealth Management
Florida
$257K +$263K +6,825 New
RWM
167
Riverchase Wealth Management
Texas
$234K +$240K +6,224 New
LBC
168
Leigh Baldwin & Co
New York
$233K
JWM
169
Jessup Wealth Management
Ohio
$233K -$5.32K -138 -2%
CWG
170
Crown Wealth Group
North Carolina
$232K -$219K -5,670 -48%
CA
171
Calton & Associates
Florida
$226K +$232K +6,012 New
GIA
172
Gladstone Institutional Advisory
Florida
$226K -$38.5K -1,000 -14%
BFC
173
Bedel Financial Consulting
Indiana
$222K
SB
174
Strategic Blueprint
Georgia
$221K -$271K -7,021 -54%
NF
175
Nikulski Financial
Iowa
$218K -$7.71K -200 -3%