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AllianzIM U.S. Equity Buffer20 Feb ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$317K +$582 +20 +0.2%
HA
27
Herold Advisors
New York
$289K
SRA
28
Secured Retirement Advisors
Minnesota
$274K +$38.2K +1,312 +17%
HAS
29
HBW Advisory Services
California
$264K +$259K +8,906 New
LPL Financial
30
LPL Financial
California
$239K +$2.12K +73 +0.9%
FA
31
FSA Advisors
Michigan
$237K -$3.52K -121 -1%
GFA
32
Gallagher Fiduciary Advisors
Illinois
$210K
MC
33
Moors & Cabot
Massachusetts
$204K +$201K +6,900 New
OIA
34
OneDigital Investment Advisors
Kansas
$202K +$198K +6,823 New
AIMU
35
Allianz Investment Management US
Minnesota
$148K
IA
36
IFP Advisors
Florida
$126K
NS
37
NBC Securities
Alabama
$115K
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$85.8K
CFD
39
Creative Financial Designs
Indiana
$71.1K
UBS Group
40
UBS Group
Switzerland
$17.5K +$17.2K +592 New
CAS
41
Coppell Advisory Solutions
Texas
$10.5K +$10.3K +355 New
FNWA
42
Financial Network Wealth Advisors
Utah
$10.2K +$10K +345 New
GLR
43
Great Lakes Retirement
Ohio
$5.39K -$2.24M -76,910 -100%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1K +$931 +32 New
WIM
45
WealthPlan Investment Management
Nebraska
-$4.13M -142,787 Closed
OWA
46
Outlook Wealth Advisors
Texas
-$3.88M -133,915 Closed
AWA
47
Authentikos Wealth Advisory
California
-$2.31M -79,855 Closed
WP
48
WealthPLAN Partners
Nebraska
-$2.19M -75,736 Closed
DLHL
49
Donald L. Hagan LLC
Florida
-$1.49M -51,573 Closed
EMAM
50
Encompass More Asset Management
California
-$570K -19,670 Closed