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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthShield Partners
North Carolina
$1.07M -$13.8K -350 -1%
MAM
27
Milestone Asset Management
Pennsylvania
$1.03M -$45.4K -1,148 -4%
OMC
28
Old Mission Capital
Illinois
$926K +$29.4K +744 +3%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$825K -$66.5K -1,683 -8%
IPW
30
Impact Partnership Wealth
Georgia
$781K – – –
CFS
31
CRA Financial Services
New Jersey
$741K – – –
Truist Financial
32
Truist Financial
North Carolina
$734K -$7.59K -192 -1%
W
33
WPWealth
Texas
$645K -$91.6K -2,317 -13%
SPIA
34
Steward Partners Investment Advisory
New York
$644K +$30.6K +775 +5%
OBWG
35
Onyx Bridge Wealth Group
New York
$579K -$47.5K -1,202 -8%
ACM
36
Advance Capital Management
Michigan
$553K – – –
VPF
37
Vantage Point Financial
Illinois
$519K -$24.6K -621 -5%
AWA
38
Arkadios Wealth Advisors
Georgia
$486K +$62.5K +1,580 +15%
CPIG
39
Chicago Partners Investment Group
Illinois
$483K -$2.85K -72 -0.6%
FFA
40
Farther Finance Advisors
California
$455K +$181K +4,567 +67%
HHWM
41
Hiley Hunt Wealth Management
Nebraska
$444K -$261K -6,592 -37%
LWM
42
Lakeridge Wealth Management
Ohio
$428K – – –
LF
43
Lantz Financial
Illinois
$423K -$2.33K -59 -0.6%
SW
44
Simplicity Wealth
New Jersey
$412K – – –
SAG
45
SageView Advisory Group
California
$403K – – –
CWG
46
Cornerstone Wealth Group
North Carolina
$403K – – –
AWM
47
Accurate Wealth Management
Florida
$380K +$1.19K +30 +0.3%
CAM
48
Cresset Asset Management
Illinois
$371K – – –
FCFC
49
First Commonwealth Financial Corp
Pennsylvania
$348K -$436K -11,026 -56%
ASN
50
Advisory Services Network
Georgia
$340K – – –