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Innovator US Equity Power Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Phillips Financial Management
Indiana
$82K – – –
OC
177
Optima Capital
Oregon
$72.3K +$71.2K +1,608 New
IF
178
Integrity Financial
Wyoming
$70.6K – – –
Barclays
179
Barclays
United Kingdom
$69.3K -$17.8K -401 -21%
NWMP
180
Noble Wealth Management PBC
Colorado
$67.4K – – –
PP
181
PFS Partners
New Jersey
$59.7K – – –
GAFA
182
Garton & Associates Financial Advisors
Kentucky
$56.2K +$55.4K +1,250 New
CAL
183
Capital Analysts LLC
Pennsylvania
$54K – – –
CB
184
CNB Bank
Pennsylvania
$40.4K – – –
HBW
185
Hazlett, Burt & Watson
West Virginia
$36K – – –
SAG
186
SageView Advisory Group
California
$31K -$1.04M -23,512 -97%
CIAS
187
Capital Investment Advisory Services
North Carolina
$29.4K – – –
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$24.4K – – –
AGWCA
189
Annis Gardner Whiting Capital Advisors
Florida
$22.5K – – –
GWSA
190
Global Wealth Strategies & Associates
Colorado
$20K – – –
GF
191
GGM Financials
Ohio
$17.3K – – –
BWM
192
Bernard Wealth Management
Michigan
$14.3K – – –
ACM
193
Anfield Capital Management
California
$14.1K – – –
AssetMark Inc
194
AssetMark Inc
California
$13K – – –
UBS Group
195
UBS Group
Switzerland
$8.63K +$8.51K +192 New
Morgan Stanley
196
Morgan Stanley
New York
$3.19K -$203K -4,573 -98%
WWM
197
Wolff Wiese Magana
California
$2.29K – – –
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
– -$12.8M -291,828 Closed
KWS
199
Keystone Wealth Services
California
– -$1.87M -42,625 Closed
SCA
200
Stuart Chaussee & Associates
California
– -$1.57M -35,690 Closed