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Innovator US Equity Accelerated 9 Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
CoreCap Advisors
26
CoreCap Advisors
Michigan
$525K +$13.1K +395 +3%
GTWM
27
Global Trust Wealth Management
Florida
$400K -$138K -4,170 -26%
SEI Investments
28
SEI Investments
Pennsylvania
$382K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$363K +$44.3K +1,335 +14%
Fort Washington Investment Advisors
30
Fort Washington Investment Advisors
Ohio
$338K – – –
Raymond James Financial
31
Raymond James Financial
Florida
$264K – – –
OCM
32
Orion Capital Management
California
$262K – – –
VPWA
33
Vestia Personal Wealth Advisors
Indiana
$240K – – –
CRA Financial Services
34
CRA Financial Services
New Jersey
$211K +$207K +6,245 New
Visionary Wealth Advisors
35
Visionary Wealth Advisors
Illinois
$204K +$200K +6,030 New
MML Investors Services
36
MML Investors Services
Massachusetts
$200K +$197K +5,928 New
CIA
37
Cape Investment Advisory
Georgia
$167K +$164K +4,935 New
DFA
38
DHJJ Financial Advisors
Illinois
$80.5K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$33.8K – – –
IFP Advisors
40
IFP Advisors
Florida
$32.2K – – –
LC
41
Luminist Capital
Michigan
$30.1K +$30.2K +910 New
AE Wealth Management
42
AE Wealth Management
Kansas
$19K – – –
BIM
43
Bullseye Investment Management
Ohio
$17.6K -$398 -12 -2%
Farther Finance Advisors
44
Farther Finance Advisors
California
$7.98K +$5.5K +166 +237%
Ashton Thomas Private Wealth
45
Ashton Thomas Private Wealth
Arizona
$6.9K – – –
EverSource Wealth Advisors
46
EverSource Wealth Advisors
Alabama
$3.38K – – –
Personal CFO Solutions
47
Personal CFO Solutions
New Jersey
– -$8.44M -269,799 Closed
LWP
48
LeClair Wealth Partners
Ohio
– -$571K -18,246 Closed
Foundations Investment Advisors
49
Foundations Investment Advisors
Arizona
– -$339K -10,838 Closed
LWMI
50
Legacy Wealth Management (Idaho)
Idaho
– -$19.4K -619 Closed