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Innovator US Equity Power Buffer ETF October

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Bernard Wealth Management
Michigan
$196K – – –
SWM
227
Spire Wealth Management
Virginia
$194K – – –
JP Morgan Chase
228
JP Morgan Chase
New York
$194K – – –
WP
229
WealthShield Partners
North Carolina
$182K – – –
GEA
230
Glen Eagle Advisors
New Jersey
$160K – – –
EWA
231
EP Wealth Advisors
California
$143K +$140K +3,082 New
AssetMark Inc
232
AssetMark Inc
California
$142K – – –
IAAG
233
Innovative Asset Advisors Group
Connecticut
$139K +$137K +3,000 New
EWA
234
EverSource Wealth Advisors
Alabama
$120K – – –
NWMP
235
Noble Wealth Management PBC
Colorado
$114K – – –
APFP
236
Action Point Financial Planning
Michigan
$101K +$98.8K +2,171 New
WWMSC
237
Wagner Wealth Management (South Carolina)
South Carolina
$92.8K – – –
BBHC
238
Brown Brothers Harriman & Co
New York
$80.5K – – –
SHIM
239
Stone House Investment Management
Pennsylvania
$75.3K – – –
IA
240
IFG Advisory
Georgia
$63.4K +$62.2K +1,367 New
Royal Bank of Canada
241
Royal Bank of Canada
Ontario, Canada
$42K – – –
CFSG
242
Community Financial Services Group
Vermont
$39.2K +$38.5K +846 New
Morgan Stanley
243
Morgan Stanley
New York
$37.1K +$36.4K +800 New
BTI
244
Blue Trust Inc
Georgia
$35.3K – – –
CFD
245
Creative Financial Designs
Indiana
$23.2K – – –
RFA
246
Reyes Financial Architecture
California
$23K -$1.05K -23 -4%
CA
247
Clearstead Advisors
Ohio
$16.4K – – –
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$8.45K -$6.1K -134 -42%
CJ
249
Caitlin John
Michigan
$8.31K – – –
ECA
250
Elevated Capital Advisors
Utah
$7.94K – – –