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Innovator US Equity Power Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
226
William Mack & Associates
Michigan
$220K
APP
227
Avantax Planning Partners
Iowa
$216K
TI
228
Truepoint Inc
Ohio
$211K +$208K +4,322 New
OAM
229
Occidental Asset Management
California
$210K +$207K +4,308 New
MWM
230
Modern Wealth Management
Kansas
$204K +$201K +4,186 New
PFA
231
Plotkin Financial Advisors
Maryland
$204K +$201K +4,177 New
SOS
232
Silver Oak Securities
Tennessee
$198K +$195K +4,055 New
NB
233
NBT Bank
New York
$195K
WP
234
WealthShield Partners
North Carolina
$182K -$37.1K -771 -17%
EWA
235
EP Wealth Advisors
California
$166K +$163K +3,393 New
CA
236
Clearstead Advisors
Ohio
$163K -$103K -2,133 -39%
S
237
SignatureFD
Georgia
$158K
CIAS
238
Capital Investment Advisory Services
North Carolina
$129K
RRA
239
Red Reef Advisors
Florida
$123K
PP
240
PFS Partners
New Jersey
$105K
WWMSC
241
Wagner Wealth Management (South Carolina)
South Carolina
$97.6K
AC
242
AlphaCore Capital
California
$92.7K
CFP
243
Comprehensive Financial Planning
Pennsylvania
$81K
PF
244
PlanVest Financial
Maryland
$73.5K
IF
245
Integrity Financial
Wyoming
$71K
CFG
246
Chapman Financial Group
Hawaii
$58.6K
Morgan Stanley
247
Morgan Stanley
New York
$46.2K +$17.4K +363 +62%
EWA
248
EverSource Wealth Advisors
Alabama
$45.8K
BWM
249
Bernard Wealth Management
Michigan
$42.5K -$1.54K -32 -4%
EWM
250
Evermay Wealth Management
Virginia
$30K