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Innovator US Equity Ultra Buffer ETF September
USEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
51
MTM Financial Group
Pennsylvania
$360K – – –
MMA
52
Miracle Mile Advisors
California
$355K – – –
OWA
53
Outlook Wealth Advisors
Texas
$347K – – –
SA
54
Sonoma Allocations
California
$331K -$24.4K -627 -7%
CWAF
55
Core Wealth Advisors (Florida)
Florida
$303K – – –
PWA
56
Physician Wealth Advisors
Utah
$289K – – –
IWM
57
IMG Wealth Management
Florida
$289K +$90.4K +2,323 +46%
CB
58
Chris Bulman
California
$269K +$30.1K +773 +13%
W
59
WorthPointe
California
$260K -$124K -3,195 -33%
AWM
60
Accurate Wealth Management
Florida
$250K +$1.21K +31 +0.5%
CGFA
61
Colton Groome Financial Advisors
North Carolina
$249K +$246K +6,321 New
RAS
62
RPS Advisory Solutions
Kentucky
$234K -$3.62K -93 -2%
FA
63
FC Advisory
Pennsylvania
$222K – – –
TWM
64
TopTier Wealth Management
Wisconsin
$222K +$220K +5,656 New
PSA
65
Plum Street Advisors
Louisiana
$212K – – –
GS
66
GTS Securities
Florida
$202K +$200K +5,134 New
VPF
67
Vantage Point Financial
Illinois
$201K -$24.3K -624 -11%
TC
68
Truvestments Capital
Florida
$171K – – –
ACA
69
Aptus Capital Advisors
Alabama
$164K +$27.3K +700 +20%
DFA
70
DHJJ Financial Advisors
Illinois
$155K – – –
AAP
71
Arax Advisory Partners
Colorado
$135K +$134K +3,443 New
SPIA
72
Steward Partners Investment Advisory
New York
$132K – – –
WP
73
WealthShield Partners
North Carolina
$124K +$10.3K +264 +9%
CAL
74
Capital Analysts LLC
Pennsylvania
$77K +$467 +12 +0.6%
KFAS
75
Keating Financial Advisory Services
Kansas
$62K +$61.4K +1,577 New
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