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AllianzIM U.S. Equity Buffer20 Apr ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Accurate Wealth Management
Florida
$720K -$281 -8 -0%
DWM
27
Diversify Wealth Management
Utah
$706K +$679K +19,363 New
PA
28
PFG Advisors
Arizona
$700K +$21.7K +618 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$651K -$1.09M -31,087 -63%
IFG
30
Independent Financial Group
California
$631K – – –
NFG
31
Nations Financial Group
Iowa
$611K -$18.4K -525 -3%
SWM
32
Spire Wealth Management
Virginia
$581K -$721K -20,542 -56%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$560K +$278K +7,919 +100%
CWS
34
Cypress Wealth Services
California
$507K – – –
MSFS
35
Main Street Financial Solutions
Pennsylvania
$505K – – –
OMC
36
Old Mission Capital
Illinois
$473K -$552K -15,732 -54%
SI
37
Stirlingshire Investments
New York
$415K +$24.4K +696 +6%
MA
38
Mutual Advisors
Nebraska
$377K – – –
CIA
39
Concurrent Investment Advisors
Florida
$363K – – –
FHC
40
First Heartland Consultants
Missouri
$333K -$2.21K -63 -0.7%
HI
41
Harbour Investments
Wisconsin
$323K -$6.98K -199 -2%
CRWM
42
Castle Rock Wealth Management
California
$319K +$79.5K +2,266 +34%
BWAM
43
Blue Water Asset Management
Michigan
$300K – – –
LWP
44
LeClair Wealth Partners
Ohio
$300K +$297K +8,468 New
GFG
45
Grantvest Financial Group
New Jersey
$293K -$1.51K -43 -0.5%
FIA
46
Foundations Investment Advisors
Arizona
$248K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$246K -$77.2K -2,200 -24%
IA
48
IFP Advisors
Florida
$244K – – –
WWM
49
Walser Wealth Management
Florida
$237K – – –
FTEA
50
Forty-three Eighteen Advisors
Arkansas
$234K -$35.1K -1,000 -13%