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Innovator US Equity Power Buffer ETF October

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
151
Visionary Wealth Advisors
Illinois
$206K -$203K -5,252 -50%
IIA
152
Integral Investment Advisors
California
$206K
KWS
153
Keystone Wealth Services
California
$204K
Wells Fargo
154
Wells Fargo
California
$186K +$10.5K +271 +6%
CPA
155
Clear Point Advisors
New York
$146K
EWA
156
EverSource Wealth Advisors
Alabama
$89.3K
WWMSC
157
Wagner Wealth Management (South Carolina)
South Carolina
$77.9K
BBHC
158
Brown Brothers Harriman & Co
New York
$67.6K
Morgan Stanley
159
Morgan Stanley
New York
$32.6K
AF
160
Allworth Financial
California
$31.4K +$23.2K +600 +290%
BTI
161
Blue Trust Inc
Georgia
$29.1K
DFA
162
DHJJ Financial Advisors
Illinois
$29K -$29.1K -755 -50%
CFGS
163
Concourse Financial Group Securities
Alabama
$28.4K +$28.1K +728 New
CIAS
164
Capital Investment Advisory Services
North Carolina
$19.5K +$19.3K +500 New
SOS
165
Silver Oak Securities
Tennessee
$18.3K +$18.1K +470 New
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$14K
CB
167
CNB Bank
Pennsylvania
$13.2K
ACM
168
Anfield Capital Management
California
$12.4K
CJ
169
Caitlin John
Michigan
$7.1K
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$6.91K +$785K +20,351 +13%
CT
171
Caldwell Trust
Florida
$6.66K
SWM
172
Spire Wealth Management
Virginia
$4.17K
RIL
173
Rothschild Investment LLC
Illinois
$2.1K
TFGT
174
TS Financial Group (TSFG)
Illinois
$1K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$39 +$39 +1 New