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Innovator US Equity Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
176
Berkshire Money Management
Massachusetts
$321K +$313K +8,204 New
CFP
177
Cypress Financial Planning
New Jersey
$318K +$80.5K +2,108 +35%
BFG
178
Berger Financial Group
Minnesota
$310K +$302K +7,924 New
Savant Capital
179
Savant Capital
Illinois
$302K -$75K -1,965 -20%
Spire Wealth Management
180
Spire Wealth Management
Virginia
$293K – – –
Advance Capital Management
181
Advance Capital Management
Michigan
$283K +$276K +7,239 New
Kingsview Wealth Management
182
Kingsview Wealth Management
Oregon
$279K +$36.4K +953 +15%
Morgan Stanley
183
Morgan Stanley
New York
$275K -$13.1K -343 -5%
AIC
184
Archer Investment Corporation
Indiana
$274K – – –
Goldman Sachs
185
Goldman Sachs
New York
$273K +$267K +6,992 New
CWG
186
Cornerstone Wealth Group
North Carolina
$251K +$245K +6,413 New
CIA
187
Cape Investment Advisory
Georgia
$250K – – –
PCA
188
Prosperity Capital Advisors
Ohio
$242K +$236K +6,189 New
EverSource Wealth Advisors
189
EverSource Wealth Advisors
Alabama
$239K +$136K +3,557 +135%
GTAM
190
Global Trust Asset Management
Florida
$235K – – –
MWP
191
Madison Wealth Partners
Wisconsin
$231K +$226K +5,915 New
LEFP
192
Leading Edge Financial Planning
Tennessee
$224K +$218K +5,716 New
GTS Securities
193
GTS Securities
Florida
$222K +$217K +5,685 New
Bailard
194
Bailard
California
$221K – – –
Ashton Thomas Private Wealth
195
Ashton Thomas Private Wealth
Arizona
$216K – – –
Coldstream Capital Management
196
Coldstream Capital Management
Washington
$215K -$167K -4,364 -44%
Brown Brothers Harriman & Co
197
Brown Brothers Harriman & Co
New York
$215K +$210K +5,505 New
TSW
198
Three Seasons Wealth
Utah
$210K +$206K +5,398 New
PFG
199
Prosperity Financial Group
California
$210K +$205K +5,367 New
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$164K +$160K +4,184 New