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Innovator US Equity Power Buffer ETF September
PSEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Sugarloaf Wealth Management
Georgia
$1.08M +$167K +4,423 +19%
FA
77
FSA Advisors
Michigan
$1.04M +$197K +5,215 +24%
TF
78
Trek Financial
Arizona
$1.03M +$526K +13,929 +108%
CFP
79
Cypress Financial Planning
New Jersey
$1.03M +$485K +12,827 +92%
RA
80
RFG Advisory
Alabama
$1.01M -$32.4K -858 -3%
CA
81
Continuum Advisory
Idaho
$1.01M +$479K +12,691 +96%
NA
82
NewEdge Advisors
Louisiana
$1M -$1.46M -38,741 -60%
WA
83
Wealth Alliance
New York
$992K +$230K +6,082 +31%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$988K +$131K +3,471 +16%
BFC
85
Bedel Financial Consulting
Indiana
$957K +$9.97K +264 +1%
FIA
86
Foundations Investment Advisors
Arizona
$940K +$396K +10,489 +75%
CHC
87
City Holding Co
West Virginia
$915K -$951K -25,175 -51%
FFN
88
Focus Financial Network
Minnesota
$895K +$166K +4,390 +23%
SPWM
89
Straight Path Wealth Management
Michigan
$875K -$38 -1 -0%
HI
90
Harbour Investments
Wisconsin
$854K +$458K +12,135 +121%
SPC
91
Sigma Planning Corp
Michigan
$832K +$471K +12,460 +137%
WCG
92
Weaver Consulting Group
California
$808K +$281K +7,425 +55%
VA
93
Valmark Advisers
Ohio
$786K +$109K +2,881 +16%
WP
94
WealthPLAN Partners
Nebraska
$774K +$759K +20,095 New
AWA
95
Arete Wealth Advisors
Illinois
$735K +$724K +19,150 New
CPIG
96
Chicago Partners Investment Group
Illinois
$728K – – –
BFA
97
Beacon Financial Advisory
Ohio
$683K +$89.7K +2,375 +15%
BRWA
98
B. Riley Wealth Advisors
Florida
$683K +$93.7K +2,481 +16%
AF
99
Advisornet Financial
Minnesota
$672K +$586K +15,516 +810%
CAG
100
Compass Advisory Group
New York
$643K +$106K +2,806 +20%
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