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Innovator US Equity Ultra Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthShield Partners
North Carolina
$498K +$509K +17,628 New
FWIA
27
Fort Washington Investment Advisors
Ohio
$494K +$505K +17,500 New
SWM
28
Spire Wealth Management
Virginia
$443K +$75K +2,600 +20%
CA
29
Calton & Associates
Florida
$406K +$347K +12,040 New
AWM
30
Accurate Wealth Management
Florida
$383K +$388K +13,430 New
LJAC
31
L.J. Altfest & Co
New York
$382K
RGF
32
Retirement Guys Formula
Ohio
$370K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$351K
SPIA
34
Steward Partners Investment Advisory
New York
$324K
HAS
35
HBW Advisory Services
California
$296K +$303K +10,500 New
BFG
36
Berger Financial Group
Minnesota
$283K +$289K +10,033 New
MML Investors Services
37
MML Investors Services
Massachusetts
$274K +$280K +9,710 New
ASN
38
Advisory Services Network
Georgia
$269K +$29.9K +1,035 +12%
AAS
39
Avantax Advisory Services
Texas
$265K +$14.9K +518 +6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$261K +$6K +208 +2%
SSW
41
Smith Shellnut Wilson
Mississippi
$213K
SHIM
42
Stone House Investment Management
Pennsylvania
$190K +$195K +6,743 New
JP Morgan Chase
43
JP Morgan Chase
New York
$137K +$140K +4,848 New
CP
44
Castleview Partners
Texas
$135K -$10.8K -376 -7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$109K +$112K +3,869 New
Morgan Stanley
46
Morgan Stanley
New York
$98.8K
SWM
47
Sugarloaf Wealth Management
Georgia
$94.8K
CIAS
48
Capital Investment Advisory Services
North Carolina
$84.7K
DFA
49
DHJJ Financial Advisors
Illinois
$56.2K +$57.4K +1,990 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$49K +$50.2K +1,739 New