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Innovator US Equity Power Buffer ETF June

Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$156K +$75.4K +1,752 +95%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$149K
PF
178
PlanVest Financial
Maryland
$112K
CHC
179
City Holding Co
West Virginia
$94.2K +$75.3K +1,750 +407%
CFG
180
Chapman Financial Group
Hawaii
$90.8K -$43K -1,000 -32%
APFP
181
Action Point Financial Planning
Michigan
$83.9K +$83.4K +1,940 New
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$75.1K -$6.24K -145 -8%
FNWA
183
Financial Network Wealth Advisors
Utah
$71.1K +$49.5K +1,150 +232%
IWC
184
Integrated Wealth Concepts
Massachusetts
$68.2K +$67.8K +1,577 New
WP
185
WealthShield Partners
North Carolina
$61.9K +$39.6K +920 +180%
RRA
186
Red Reef Advisors
Florida
$49.8K
LAS
187
Lloyd Advisory Services
Georgia
$44.5K +$44.3K +1,030 New
BWM
188
Bernard Wealth Management
Michigan
$36.3K -$3.05K -71 -8%
CIAS
189
Capital Investment Advisory Services
North Carolina
$24.8K
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$17.2K +$17.1K +397 New
BBHC
191
Brown Brothers Harriman & Co
New York
$11.8K
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$10.4K +$10.3K +240 New
AIC
193
Archer Investment Corporation
Indiana
$9.94K +$9.89K +230 New
EWA
194
EverSource Wealth Advisors
Alabama
$6.05K
CFM
195
Compass Financial Management
Florida
$2.56K +$2.5K +58 New
LWP
196
LeClair Wealth Partners
Ohio
-$1.11M -26,441 Closed
CTFG
197
Capstone Triton Financial Group
Oklahoma
-$267K -6,372 Closed
JP Morgan Chase
198
JP Morgan Chase
New York
-$123K -3,000 Closed
TWM
199
TopTier Wealth Management
Wisconsin
-$88.4K -2,113 Closed
WWMSC
200
Wagner Wealth Management (South Carolina)
South Carolina
-$83.2K -1,990 Closed