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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
DI
51
Diligent Investors
California
$504K +$482K +16,400 New
MML Investors Services
52
MML Investors Services
Massachusetts
$500K +$479K +16,277 New
WA
53
Wealth Alliance
New York
$490K +$53.8K +1,828 +13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$474K -$372K -12,634 -45%
SPC
55
Sigma Planning Corp
Michigan
$464K -$620K -21,075 -58%
CA
56
Claro Advisors
Massachusetts
$461K +$27.9K +950 +7%
DIA
57
Dana Investment Advisors
Wisconsin
$391K -$109K -3,691 -22%
LWM
58
Lakeridge Wealth Management
Ohio
$390K +$373K +12,676 New
LPL Financial
59
LPL Financial
California
$347K +$332K +11,281 New
SS
60
Simplicity Solutions
Minnesota
$314K – – –
OPA
61
Old Port Advisors
Maine
$313K +$300K +10,190 New
APW
62
Atlantic Private Wealth
North Carolina
$300K +$254K +8,650 +769%
CAM
63
Cresset Asset Management
Illinois
$285K – – –
Truist Financial
64
Truist Financial
North Carolina
$269K +$257K +8,744 New
BWM
65
BCS Wealth Management
Tennessee
$263K – – –
SVWAG
66
Sound View Wealth Advisors Group
Georgia
$263K – – –
SFP
67
Sterling Financial Planning
New Jersey
$260K +$248K +8,446 New
4WM
68
4J Wealth Management
Virginia
$254K +$243K +8,250 New
Jane Street
69
Jane Street
New York
$244K +$233K +7,929 New
SW
70
Schulz Wealth
Texas
$225K +$215K +7,315 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$220K +$210K +7,142 New
BWM
72
Brown Wealth Management
Illinois
$217K +$207K +7,043 New
DFA
73
DHJJ Financial Advisors
Illinois
$208K -$1.71K -58 -0.9%
AF
74
Advisornet Financial
Minnesota
$186K +$178K +6,053 New
Morgan Stanley
75
Morgan Stanley
New York
$177K – – –