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Innovator US Equity Power Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$45.8K – – –
BWM
252
Bernard Wealth Management
Michigan
$42.5K -$1.54K -32 -4%
EWM
253
Evermay Wealth Management
Virginia
$30K – – –
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$26.9K – – –
AIC
255
Archer Investment Corporation
Indiana
$24.2K – – –
UBS Group
256
UBS Group
Switzerland
$13.5K +$13.3K +277 New
JFG
257
JDM Financial Group
Texas
$12.1K – – –
CFM
258
Compass Financial Management
Florida
$9.79K +$9.47K +197 New
LFG
259
Larson Financial Group
Missouri
$9.27K – – –
GRP
260
Global Retirement Partners
California
$7.32K +$7.21K +150 New
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$5.32K -$9.13K -190 -64%
IWP
262
IAG Wealth Partners
Wisconsin
$3.61K – – –
AssetMark Inc
263
AssetMark Inc
California
$1.71K – – –
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$1.32K – – –
NFG
265
Nations Financial Group
Iowa
– -$1.46M -31,810 Closed
FSA
266
Financial Services Advisory
Maryland
– -$1.32M -28,762 Closed
Citadel Advisors
267
Citadel Advisors
Florida
– -$691K -15,038 Closed
MCC
268
Money Concepts Capital
Florida
– -$593K -12,897 Closed
CG
269
Caprock Group
Idaho
– -$549K -11,950 Closed
Corient Private Wealth
270
Corient Private Wealth
Florida
– -$426K -9,271 Closed
SF
271
Summit Financial
New Jersey
– -$405K -8,809 Closed
PAG
272
Private Advisor Group
New Jersey
– -$401K -8,721 Closed
AWM
273
Avior Wealth Management
Nebraska
– -$398K -8,659 Closed
HF
274
HRT Financial
New York
– -$350K -7,634 Closed
LWP
275
LeClair Wealth Partners
Ohio
– -$327K -7,120 Closed