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Innovator US Equity Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
151
Keystone Wealth Services
California
$776K +$790K +16,818 New
DFA
152
DHJJ Financial Advisors
Illinois
$753K +$20K +426 +3%
CPIG
153
Chicago Partners Investment Group
Illinois
$750K +$60.4K +1,286 +9%
EMAM
154
Encompass More Asset Management
California
$745K -$1.35M -28,795 -64%
CCAL
155
City Center Advisors LLC
Michigan
$743K +$4.51K +96 +0.6%
AAS
156
Ameritas Advisory Services
Nebraska
$696K +$308K +6,556 +77%
SFP
157
Sterling Financial Planning
New Jersey
$690K +$1.41K +30 +0.2%
CWAF
158
Core Wealth Advisors (Florida)
Florida
$679K +$106K +2,253 +18%
SWM
159
Spire Wealth Management
Virginia
$673K
PF
160
Phoenix Financial
Israel
$670K +$15.5K +330 +2%
PI
161
Parkside Investments
Illinois
$668K +$122K +2,600 +22%
PSCM
162
Per Stirling Capital Management
Texas
$666K -$3.67K -78 -0.5%
HA
163
Helium Advisors
Washington
$661K +$674K +14,330 New
BSCCG
164
Blue Sky Capital Consultants Group
California
$661K +$673K +14,325 New
IWC
165
Integrated Wealth Concepts
Massachusetts
$651K -$4.29M -91,213 -87%
AWAG
166
ARS Wealth Advisors Group
Florida
$648K +$49.8K +1,059 +8%
MFGM
167
Marshall Financial Group (Maryland)
Maryland
$648K
PWM
168
PTM Wealth Management
United States
$632K -$507K -10,789 -44%
MAM
169
MMA Asset Management
Pennsylvania
$622K +$380K +8,090 +150%
CCWA
170
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$610K +$622K +13,229 New
MSFS
171
Main Street Financial Solutions
Pennsylvania
$602K -$49.4K -1,050 -7%
GSIS
172
Global Strategic Investment Solutions
Arizona
$598K -$56.2K -1,195 -8%
IWP
173
Insight Wealth Partners
Texas
$594K +$605K +12,866 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$588K
SCA
175
Snowden Capital Advisors
New York
$587K +$198K +4,220 +50%