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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$472K -$14.3K -403 -3%
FIA
52
Foundations Investment Advisors
Arizona
$419K -$143K -4,045 -26%
AWM
53
Accurate Wealth Management
Florida
$412K -$62.6K -1,765 -13%
RA
54
RFG Advisory
Alabama
$394K -$521K -14,712 -57%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$389K -$117K -3,314 -23%
AWA
56
Arete Wealth Advisors
Illinois
$383K -$44.2K -1,247 -10%
LWM
57
Lakeridge Wealth Management
Ohio
$370K -$31.9K -900 -8%
APW
58
Atlantic Private Wealth
North Carolina
$347K
DIA
59
Dana Investment Advisors
Wisconsin
$347K +$346K +9,765 New
CAM
60
Cresset Asset Management
Illinois
$330K
WFAG
61
Worth Financial Advisory Group
North Carolina
$308K -$90.4K -2,550 -23%
ASN
62
Advisory Services Network
Georgia
$303K +$302K +8,520 New
SFP
63
Sterling Financial Planning
New Jersey
$297K
AAS
64
Avantax Advisory Services
Texas
$286K
CWG
65
Cornerstone Wealth Group
North Carolina
$278K
KWA
66
Kellett Wealth Advisors
Ohio
$277K
Wolverine Trading
67
Wolverine Trading
Illinois
$273K +$271K +7,656 New
MG
68
Mather Group
Illinois
$271K -$346K -9,763 -56%
4WM
69
4J Wealth Management
Virginia
$243K -$39K -1,100 -14%
AWS
70
Atria Wealth Solutions
New York
$242K -$354 -10 -0.1%
RGF
71
Retirement Guys Formula
Ohio
$218K -$19.5K -550 -8%
IWM
72
IMG Wealth Management
Florida
$217K +$216K +6,101 New
GFA
73
Gallagher Fiduciary Advisors
Illinois
$213K
RCM
74
Riggs Capital Management
Utah
$207K +$207K +5,831 New
Morgan Stanley
75
Morgan Stanley
New York
$204K