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AllianzIM U.S. Equity Buffer20 Feb ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Herold Advisors
New York
$289K – – –
SRA
27
Secured Retirement Advisors
Minnesota
$274K +$38.2K +1,312 +17%
HAS
28
HBW Advisory Services
California
$264K +$259K +8,906 New
LPL Financial
29
LPL Financial
California
$239K +$2.12K +73 +0.9%
FA
30
FSA Advisors
Michigan
$237K -$3.52K -121 -1%
GFA
31
Gallagher Fiduciary Advisors
Illinois
$210K – – –
MC
32
Moors & Cabot
Massachusetts
$204K +$201K +6,900 New
OneDigital Investment Advisors
33
OneDigital Investment Advisors
Kansas
$202K +$198K +6,823 New
AIMU
34
Allianz Investment Management US
Minnesota
$148K – – –
IFP Advisors
35
IFP Advisors
Florida
$126K – – –
NS
36
NBC Securities
Alabama
$115K – – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$85.8K – – –
CFD
38
Creative Financial Designs
Indiana
$71.1K – – –
UBS Group
39
UBS Group
Switzerland
$17.5K +$17.2K +592 New
CAS
40
Coppell Advisory Solutions
Texas
$10.5K +$10.3K +355 New
FNWA
41
Financial Network Wealth Advisors
Utah
$10.2K +$10K +345 New
GLR
42
Great Lakes Retirement
Ohio
$5.39K -$2.24M -76,910 -100%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1K +$931 +32 New
WIM
44
WealthPlan Investment Management
Nebraska
– -$4.13M -142,787 Closed
OWA
45
Outlook Wealth Advisors
Texas
– -$3.88M -133,915 Closed
AWA
46
Authentikos Wealth Advisory
California
– -$2.31M -79,855 Closed
WP
47
WealthPLAN Partners
Nebraska
– -$2.19M -75,736 Closed
DLHL
48
Donald L. Hagan LLC
Florida
– -$1.49M -51,573 Closed
EMAM
49
Encompass More Asset Management
California
– -$570K -19,670 Closed
Avantax Advisory Services
50
Avantax Advisory Services
Texas
– -$533K -18,406 Closed