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Innovator US Equity Power Buffer ETF June

Name Holding Trade Value Shares
Change
Change in
Stake
Advance Capital Management
101
Advance Capital Management
Michigan
$435K +$425K +13,742 New
Atria Wealth Solutions
102
Atria Wealth Solutions
New York
$435K +$68K +2,202 +19%
NF
103
Nikulski Financial
Iowa
$431K -$109K -3,530 -21%
Arax Advisory Partners
104
Arax Advisory Partners
Colorado
$422K -$1.08K -35 -0.3%
VBFP
105
Valtinson Bruner Financial Planning
Minnesota
$390K +$49.5K +1,601 +15%
SFG
106
Steward Financial Group
Texas
$386K +$377K +12,192 New
BFA
107
BMS Financial Advisors
South Dakota
$380K – – –
Cerity Partners
108
Cerity Partners
New York
$372K -$120K -3,883 -25%
FCM
109
Firestone Capital Management
Florida
$345K +$333K +10,789 New
PWA
110
Pillar Wealth Advisors
Pennsylvania
$344K – – –
CNWM
111
Clay Northam Wealth Management
California
$337K – – –
BWM
112
BCGM Wealth Management
Indiana
$330K +$13.4K +435 +4%
WP
113
WealthPLAN Partners
Nebraska
$326K -$65.1K -2,107 -17%
JP Morgan Chase
114
JP Morgan Chase
New York
$315K +$307K +9,954 New
W
115
WorthPointe
California
$308K +$300K +9,724 New
RFG Advisory
116
RFG Advisory
Alabama
$307K – – –
Betterment LLC
117
Betterment LLC
New York
$304K +$296K +9,596 New
RIS
118
Retirement Income Solutions
Michigan
$303K – – –
Citadel Advisors
119
Citadel Advisors
Florida
$296K +$289K +9,342 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$292K +$285K +9,223 New
Kingsview Wealth Management
121
Kingsview Wealth Management
Oregon
$286K +$279K +9,023 New
TWP
122
TFO Wealth Partners
Ohio
$284K – – –
AWM
123
Atticus Wealth Management
Florida
$282K +$275K +8,909 New
Advisory Services Network
124
Advisory Services Network
Georgia
$281K +$48.3K +1,564 +21%
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$265K -$1.48K -48 -0.6%