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Innovator US Equity Power Buffer ETF June

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Sequoia Financial Advisors
Ohio
$486K +$152K +4,216 +47%
CWS
102
Cypress Wealth Services
California
$473K -$314K -8,720 -40%
DWM
103
Dakota Wealth Management
Florida
$473K -$1.33M -36,998 -74%
ASN
104
Advisory Services Network
Georgia
$467K
FIA
105
Foundations Investment Advisors
Arizona
$466K -$4.25M -118,002 -90%
FA
106
Faithward Advisors
Pennsylvania
$460K +$450K +12,479 New
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$430K -$5.76K -160 -1%
DI
108
Diligent Investors
California
$419K -$180 -5 -0%
WP
109
WealthPLAN Partners
Nebraska
$419K -$654K -18,149 -62%
VBFP
110
Valtinson Bruner Financial Planning
Minnesota
$415K
BWP
111
Balboa Wealth Partners
Arizona
$404K -$1.78M -49,312 -82%
WFAG
112
Worth Financial Advisory Group
North Carolina
$401K
JCM
113
Jacobi Capital Management
Pennsylvania
$400K +$391K +10,850 New
Citadel Advisors
114
Citadel Advisors
Florida
$395K +$42.1K +1,168 +12%
BWM
115
BCGM Wealth Management
Indiana
$368K -$15.7K -435 -4%
CWA
116
Continuum Wealth Advisors
New York
$348K
EWM
117
Elmwood Wealth Management
California
$343K +$36K +1,000 +12%
Betterment LLC
118
Betterment LLC
New York
$340K +$4K +111 +1%
CCM
119
Coldstream Capital Management
Washington
$339K +$331K +9,200 New
AWM
120
Atticus Wealth Management
Florida
$329K
FWIA
121
Fort Washington Investment Advisors
Ohio
$325K
RPGK
122
Retirement Planning Group (Kansas)
Kansas
$294K
RIS
123
Retirement Income Solutions
Michigan
$293K
BFA
124
Beacon Financial Advisory
Ohio
$286K -$10.8K -300 -4%
SPC
125
Sigma Planning Corp
Michigan
$284K -$91.4K -2,537 -25%