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Innovator US Equity Power Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
Gladstone Institutional Advisory
Florida
$204K +$201K +4,700 New
IA
202
Integrity Alliance
Iowa
$204K +$200K +4,698 New
GA
203
Goldstein Advisors
Wisconsin
$203K +$200K +4,679 New
EWM
204
Evolution Wealth Management
Florida
$187K +$184K +4,309 New
JWM
205
Jessup Wealth Management
Ohio
$168K -$98.9K -2,319 -37%
SAG
206
SageView Advisory Group
California
$146K -$7.73M -181,086 -98%
PP
207
PFS Partners
New Jersey
$139K
BWM
208
Bernard Wealth Management
Michigan
$131K -$683 -16 -0.5%
CFD
209
Creative Financial Designs
Indiana
$120K -$1.28K -30 -1%
RDFA
210
Ritter Daniher Financial Advisory
Ohio
$108K +$106K +2,485 New
FNWA
211
Financial Network Wealth Advisors
Utah
$106K +$9.86K +231 +10%
EWM
212
Evermay Wealth Management
Virginia
$97K +$95.4K +2,235 New
BBPWM
213
Blue Bell Private Wealth Management
Pennsylvania
$87.5K -$12.2K -285 -12%
EWA
214
EverSource Wealth Advisors
Alabama
$86.1K
WWMSC
215
Wagner Wealth Management (South Carolina)
South Carolina
$85.9K
CFS
216
Compass Financial Services
Iowa
$85.4K
BlackRock
217
BlackRock
New York
$83.7K +$82.3K +1,928 New
Morgan Stanley
218
Morgan Stanley
New York
$68.3K
KCM
219
Key Capital Management
Tennessee
$46.2K +$45.4K +1,065 New
APW
220
Atlantic Private Wealth
North Carolina
$38K +$37.4K +877 New
JP Morgan Chase
221
JP Morgan Chase
New York
$37.9K -$85 -2 -0.2%
WA
222
Whipplewood Advisors
Colorado
$37.7K
GAFA
223
Garton & Associates Financial Advisors
Kentucky
$34.7K +$34.1K +800 New
NS
224
NBC Securities
Alabama
$25.2K +$12.3K +289 +99%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$23.4K