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KMAR

Innovator U.S. Small Cap Power Buffer ETF - March
KMAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$2.8M +$2.83M +96,209 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.71M +$443K +15,058 +35%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.16M +$358K +12,196 +44%
LPL Financial
4
LPL Financial
California
$737K +$744K +25,330 New
MFS
5
Miller Financial Services
Michigan
$686K +$694K +23,600 New
OMC
6
Old Mission Capital
Illinois
$657K -$115K -3,921 -15%
KAS
7
Kestra Advisory Services
Texas
$657K +$430K +14,632 +184%
CAM
8
Cresset Asset Management
Illinois
$623K +$630K +21,425 New
BFA
9
Beacon Financial Advisory
Ohio
$566K +$572K +19,456 New
Truist Financial
10
Truist Financial
North Carolina
$552K +$297K +10,107 +114%
SC
11
Syon Capital
California
$392K +$396K +13,490 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$385K +$128K +4,366 +49%
DI
13
Diligent Investors
California
$320K +$323K +11,000 New
CWP
14
Cyndeo Wealth Partners
Florida
$313K +$316K +10,750 New
T
15
TrustBank
Illinois
$301K – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$301K +$304K +10,331 New
BRPW
17
Ballast Rock Private Wealth
South Carolina
$298K +$301K +10,253 New
KFAS
18
Keating Financial Advisory Services
Kansas
$280K +$102K +3,465 +56%
PF
19
Phoenix Financial
Israel
$271K -$16.6K -565 -6%
Cerity Partners
20
Cerity Partners
New York
$269K +$272K +9,244 New
FFG
21
Fiduciary Financial Group
California
$215K +$217K +7,400 New
PAG
22
Private Advisor Group
New Jersey
$207K +$209K +7,100 New
DFA
23
DHJJ Financial Advisors
Illinois
$190K +$98.7K +3,357 +106%
Osaic Holdings
24
Osaic Holdings
Arizona
$175K +$147K +5,008 +501%
PP
25
PFS Partners
New Jersey
$164K +$91.8K +3,125 +124%
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