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Innovator US Equity Ultra Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1
MGO One Seven
Ohio
$9.01M -$850K -23,560 -9%
KWM
2
KFG Wealth Management
Indiana
$4.65M +$2.15M +59,725 +84%
PCA
3
Prosperity Capital Advisors
Ohio
$4.4M +$534K +14,802 +14%
IWM
4
IHT Wealth Management
Illinois
$3.68M +$3.7M +102,699 New
SWM
5
Spire Wealth Management
Virginia
$3.23M +$2.27M +62,960 +225%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.98M +$519K +14,403 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.88M +$916K +25,394 +46%
KAS
8
Kestra Advisory Services
Texas
$2.84M +$2.29M +63,577 +390%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.6M +$2.64M +73,185 New
CVA
10
Central Valley Advisors
California
$2.38M +$1.57M +43,530 +185%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.79M +$1.24M +34,373 +215%
Truist Financial
12
Truist Financial
North Carolina
$1.65M +$98.9K +2,742 +6%
ACM
13
Advance Capital Management
Michigan
$1.4M -$41.6K -1,154 -3%
IPW
14
Impact Partnership Wealth
Georgia
$1.26M -$295K -8,179 -19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.22M +$620K +17,184 +99%
BFG
16
Berger Financial Group
Minnesota
$1.09M -$1.98K -55 -0.2%
Raymond James Financial
17
Raymond James Financial
Florida
$1.04M +$1.05M +29,200 New
MW
18
MBL Wealth
North Carolina
$995K +$13.9K +385 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$913K +$205K +5,693 +28%
BCM
20
Brookstone Capital Management
Illinois
$873K -$1.94M -53,863 -69%
AIC
21
Archer Investment Corporation
Indiana
$828K +$167K +4,624 +25%
AWA
22
Arete Wealth Advisors
Illinois
$827K -$73.9K -2,050 -8%
FFG
23
Fiduciary Financial Group
California
$823K -$152K -4,225 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$727K +$171K +4,731 +30%
AWS
25
Atria Wealth Solutions
New York
$700K -$14.6K -404 -2%