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Innovator US Equity Power Buffer ETF September
PSEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
151
Clay Northam Wealth Management
California
$324K -$27.3K -700 -8%
LI
152
LifeWealth Investments
Florida
$322K +$321K +8,229 New
CFD
153
Creative Financial Designs
Indiana
$317K – – –
LBC
154
Leigh Baldwin & Co
New York
$317K +$316K +8,100 New
WC
155
Waterloo Capital
Texas
$296K -$78 -2 -0%
W
156
WorthPointe
California
$289K +$66.4K +1,705 +30%
CPA
157
Clear Point Advisors
New York
$282K – – –
SSW
158
Smith Shellnut Wilson
Mississippi
$274K – – –
RWM
159
Reston Wealth Management
Virginia
$269K -$19.5K -500 -7%
PIAS
160
PCA Investment Advisory Services
Ohio
$269K +$19.3K +495 +8%
CAL
161
Capital Analysts LLC
Pennsylvania
$266K – – –
RWM
162
Riverchase Wealth Management
Texas
$266K +$265K +6,805 New
FA
163
Fiducient Advisors
Illinois
$257K – – –
PS
164
Principal Securities
Iowa
$255K -$20.2K -519 -7%
KFP
165
KMG Fiduciary Partners
Ohio
$248K – – –
LWM
166
Lakeridge Wealth Management
Ohio
$248K – – –
SF
167
Seros Financial
Arizona
$236K +$245K +6,296 New
MSFS
168
Main Street Financial Solutions
Pennsylvania
$236K – – –
CS
169
Capital Square
Tennessee
$230K – – –
WIA
170
World Investment Advisors
California
$230K +$229K +5,880 New
DAS
171
Dynamic Advisor Solutions
Arizona
$230K – – –
CFS
172
CRA Financial Services
New Jersey
$223K – – –
SIA
173
Soltis Investment Advisors
Utah
$221K – – –
SW
174
Schulz Wealth
Texas
$219K – – –
VPF
175
Vantage Point Financial
Illinois
$218K +$217K +5,580 New
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7
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