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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
ATX Financial Planning
Texas
$558K +$549K +12,905 New
HHWM
52
Hiley Hunt Wealth Management
Nebraska
$555K – – –
SF
53
Summit Financial
New Jersey
$548K +$23.2K +546 +5%
VA
54
Valmark Advisers
Ohio
$507K – – –
BWS
55
BFI Wealth Solutions
Texas
$502K +$494K +11,600 New
RA
56
RFG Advisory
Alabama
$491K +$5.66K +133 +1%
CPIG
57
Chicago Partners Investment Group
Illinois
$482K – – –
AI
58
Atria Investments
North Carolina
$444K +$23.5K +553 +6%
CIA
59
Concurrent Investment Advisors
Florida
$439K +$174K +4,084 +67%
OCFG
60
O'Connor Financial Group
Illinois
$439K +$429K +10,082 New
CA
61
Continuum Advisory
Idaho
$420K – – –
RWM
62
RMG Wealth Management
Wisconsin
$380K +$670K +15,732 New
SAG
63
SageView Advisory Group
California
$379K – – –
BFC
64
Bedel Financial Consulting
Indiana
$373K – – –
XF
65
XML Financial
Maryland
$363K – – –
ASN
66
Advisory Services Network
Georgia
$324K +$46.8K +1,100 +17%
HI
67
Harbour Investments
Wisconsin
$300K -$56K -1,315 -16%
EMAM
68
Encompass More Asset Management
California
$296K +$47.3K +1,110 +19%
TWM
69
Tradition Wealth Management
Minnesota
$290K – – –
SWP
70
Sagespring Wealth Partners
Tennessee
$289K – – –
XPN
71
XY Planning Network
Montana
$275K +$50.9K +1,196 +23%
SAI
72
Savvy Advisors Inc
New York
$250K +$246K +5,776 New
VWA
73
Visionary Wealth Advisors
Illinois
$241K -$1.28K -30 -0.5%
LWM
74
Lakeridge Wealth Management
Ohio
$239K – – –
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$230K – – –