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Innovator US Equity Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
126
Lakeridge Wealth Management
Ohio
$1.29M +$162K +3,452 +14%
BWM
127
BCS Wealth Management
Tennessee
$1.24M -$1.27M -27,078 -50%
CB
128
Chris Bulman
California
$1.2M +$350K +7,452 +40%
Creative Planning
129
Creative Planning
Kansas
$1.19M +$1.21M +25,795 New
SCS Capital Management
130
SCS Capital Management
Massachusetts
$1.17M – – –
CS
131
Capital Square
Tennessee
$1.1M +$1.07M +22,791 New
SOS
132
Silver Oak Securities
Tennessee
$1.09M +$150K +3,188 +16%
WAU
133
Wellington-Altus USA
Manitoba, Canada
$1.06M +$1.01M +21,500 New
CNWM
134
Clay Northam Wealth Management
California
$1.04M – – –
Dakota Wealth Management
135
Dakota Wealth Management
Florida
$1.03M +$1.05M +22,238 New
Foundations Investment Advisors
136
Foundations Investment Advisors
Arizona
$994K +$443K +9,429 +78%
BFC
137
Bedel Financial Consulting
Indiana
$979K +$36.7K +780 +4%
BWM
138
Bernard Wealth Management
Michigan
$967K -$33.6K -715 -3%
VBFP
139
Valtinson Bruner Financial Planning
Minnesota
$942K – – –
Valmark Advisers
140
Valmark Advisers
Ohio
$926K -$126K -2,688 -12%
T
141
TrustBank
Illinois
$919K +$936K +19,922 New
WP
142
WealthPLAN Partners
Nebraska
$899K +$81.4K +1,731 +10%
VPF
143
Vantage Point Financial
Illinois
$896K +$333K +7,088 +57%
SIA
144
Soltis Investment Advisors
Utah
$887K +$61.1K +1,300 +7%
JSL
145
JT Stratford LLC
Georgia
$885K +$902K +19,181 New
RIS
146
Retirement Income Solutions
Michigan
$885K -$105K -2,225 -10%
Focus Financial Network
147
Focus Financial Network
Minnesota
$879K -$19.9K -424 -2%
GS
148
GWN Securities
Florida
$868K +$402K +8,542 +83%
FCM
149
Firestone Capital Management
Florida
$845K -$8.23K -175 -0.9%
SWA
150
Stratos Wealth Advisors
Ohio
$815K – – –