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Innovator US Equity Power Buffer ETF October

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
AssuredPartners Investment Advisors
Florida
$203K +$201K +4,630 New
MFF
227
Michels Family Financial
Texas
$203K +$201K +4,625 New
BWM
228
Bernard Wealth Management
Michigan
$186K +$27.6K +635 +18%
SWM
229
Spire Wealth Management
Virginia
$184K +$177K +4,083 +3,816%
WP
230
WealthShield Partners
North Carolina
$172K – – –
GEA
231
Glen Eagle Advisors
New Jersey
$152K +$150K +3,450 New
AssetMark Inc
232
AssetMark Inc
California
$134K +$128K +2,950 +2,810%
EWA
233
EverSource Wealth Advisors
Alabama
$114K – – –
NWMP
234
Noble Wealth Management PBC
Colorado
$108K +$62.9K +1,450 +145%
CIAS
235
Capital Investment Advisory Services
North Carolina
$92.8K +$91.8K +2,114 New
WWMSC
236
Wagner Wealth Management (South Carolina)
South Carolina
$87.8K – – –
OC
237
Optima Capital
Oregon
$86.4K +$85.4K +1,967 New
BBHC
238
Brown Brothers Harriman & Co
New York
$76.2K – – –
GAFA
239
Garton & Associates Financial Advisors
Kentucky
$71.3K +$70.5K +1,624 New
SHIM
240
Stone House Investment Management
Pennsylvania
$71.3K +$70.5K +1,623 New
Royal Bank of Canada
241
Royal Bank of Canada
Ontario, Canada
$67K -$25.6K -590 -28%
KCM
242
Key Capital Management
Tennessee
$46.3K +$45.8K +1,054 New
UBS Group
243
UBS Group
Switzerland
$35.3K +$34.9K +804 New
BTI
244
Blue Trust Inc
Georgia
$33.4K – – –
CFD
245
Creative Financial Designs
Indiana
$22K – – –
RFA
246
Reyes Financial Architecture
California
$21K +$5.82K +134 +39%
TAM
247
Tucker Asset Management
Colorado
$16.9K +$16.7K +385 New
CA
248
Clearstead Advisors
Ohio
$15.5K – – –
ACM
249
Anfield Capital Management
California
$14K – – –
CJ
250
Caitlin John
Michigan
$7.86K – – –