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Innovator US Equity Power Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Sugarloaf Wealth Management
Georgia
$397K
AWM
102
Avior Wealth Management
Nebraska
$387K
RIS
103
Retirement Income Solutions
Michigan
$372K
NAM
104
NorthCrest Asset Manangement
Minnesota
$354K
OIA
105
OneDigital Investment Advisors
Kansas
$351K -$119K -3,665 -26%
Neuberger Berman Group
106
Neuberger Berman Group
New York
$348K
BWM
107
Brown Wealth Management
Illinois
$345K +$326K +10,078 New
Cerity Partners
108
Cerity Partners
New York
$344K -$25.9K -801 -7%
VWA
109
Visionary Wealth Advisors
Illinois
$337K
CFP
110
Cypress Financial Planning
New Jersey
$331K +$32.9K +1,016 +12%
CBFP
111
Cedar Brook Financial Partners
Ohio
$321K -$477K -14,723 -61%
VBFG
112
Vishria Bird Financial Group
Tennessee
$303K
SFA
113
Sequoia Financial Advisors
Ohio
$290K +$274K +8,474 New
KWM
114
KFG Wealth Management
Indiana
$289K +$273K +8,441 New
CHC
115
City Holding Co
West Virginia
$287K -$898K -27,720 -77%
PA
116
PFG Advisors
Arizona
$285K
AC
117
Applied Capital
Arkansas
$285K +$269K +8,321 New
MPCL
118
My Personal CFO LLC
Washington
$278K +$53.9K +1,663 +26%
CA
119
Corrado Advisors
New Jersey
$272K -$4.83K -149 -2%
LEFP
120
Leading Edge Financial Planning
Tennessee
$267K -$24.3K -750 -9%
CFD
121
Creative Financial Designs
Indiana
$263K
SFM
122
Signet Financial Management
New Jersey
$256K
MW
123
Marcum Wealth
Ohio
$250K
RPGK
124
Retirement Planning Group (Kansas)
Kansas
$247K -$842 -26 -0.4%
RGF
125
Retirement Guys Formula
Ohio
$245K -$53.9K -1,663 -19%