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Innovator US Equity Power Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$933K +$45.8K +1,350 +5%
LSPW
52
Lake Street Private Wealth
Illinois
$913K
BFEC
53
Benjamin F. Edwards & Company
Missouri
$901K -$159K -4,689 -15%
LWA
54
Lineweaver Wealth Advisors
Ohio
$881K
RJA
55
Raymond James & Associates
Florida
$857K +$3.39K +100 +0.4%
SFA
56
Sequoia Financial Advisors
Ohio
$811K -$21.6K -638 -3%
FCFC
57
First Commonwealth Financial Corp
Pennsylvania
$730K
DFA
58
DHJJ Financial Advisors
Illinois
$720K -$46.7K -1,376 -6%
AIA
59
Alera Investment Advisors
Illinois
$700K
SWA
60
Stratos Wealth Advisors
Ohio
$696K
SWM
61
Spire Wealth Management
Virginia
$691K
Citadel Advisors
62
Citadel Advisors
Florida
$680K +$688K +20,300 New
William Blair & Company
63
William Blair & Company
Illinois
$662K
AA
64
Advisory Alpha
Michigan
$653K
SB
65
Strategic Blueprint
Georgia
$647K +$39.5K +1,165 +6%
VBFG
66
Vishria Bird Financial Group
Tennessee
$586K
S
67
SignatureFD
Georgia
$579K
SWP
68
Summit Wealth Partners
Florida
$566K -$235K -6,924 -29%
CWS
69
Cypress Wealth Services
California
$546K
SPC
70
Sigma Planning Corp
Michigan
$528K -$31.4K -925 -6%
MML Investors Services
71
MML Investors Services
Massachusetts
$496K +$241K +7,116 +93%
OCM
72
Orion Capital Management
California
$492K
VWA
73
Visionary Wealth Advisors
Illinois
$478K
NFG
74
Nations Financial Group
Iowa
$471K -$23.4K -690 -5%
TF
75
Trek Financial
Arizona
$466K