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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
76
Occidental Asset Management
California
$316K +$322K +7,439 New
Sagespring Wealth Partners
77
Sagespring Wealth Partners
Tennessee
$284K – – –
Savvy Advisors Inc
78
Savvy Advisors Inc
New York
$281K +$35.8K +828 +14%
Capital Investment Advisors
79
Capital Investment Advisors
Georgia
$247K +$251K +5,800 New
LWM
80
Lakeridge Wealth Management
Ohio
$245K +$9.99K +231 +4%
DFA
81
DHJJ Financial Advisors
Illinois
$228K +$104K +2,408 +82%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$226K – – –
W
83
WorthPointe
California
$222K – – –
FFG
84
Fiduciary Financial Group
California
$213K +$217K +5,008 New
EWM
85
Elmwood Wealth Management
California
$213K – – –
VWA
86
Visionary Wealth Advisors
Illinois
$211K -$26K -600 -11%
FA
87
FC Advisory
Pennsylvania
$201K – – –
MFG
88
MTM Financial Group
Pennsylvania
$201K – – –
TWM
89
TopTier Wealth Management
Wisconsin
$196K +$199K +4,608 New
AE Wealth Management
90
AE Wealth Management
Kansas
$194K +$36.8K +850 +23%
OCM
91
Orion Capital Management
California
$169K – – –
Harbour Investments
92
Harbour Investments
Wisconsin
$127K -$170K -3,936 -57%
CoreCap Advisors
93
CoreCap Advisors
Michigan
$124K +$8.7K +201 +7%
PWA
94
Physician Wealth Advisors
Utah
$123K +$99.5K +2,300 +392%
FNWA
95
Financial Network Wealth Advisors
Utah
$109K +$6.62K +153 +6%
Morgan Stanley
96
Morgan Stanley
New York
$101K – – –
Ashton Thomas Private Wealth
97
Ashton Thomas Private Wealth
Arizona
$88.5K +$90K +2,081 New
KFAS
98
Keating Financial Advisory Services
Kansas
$75.2K -$70.5K -1,629 -48%
LWMI
99
Legacy Wealth Management (Idaho)
Idaho
$68.1K +$69.3K +1,602 New
Steward Partners Investment Advisory
100
Steward Partners Investment Advisory
New York
$61.9K +$2.94K +68 +5%