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AllianzIM U.S. Equity Buffer20 Mar ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$399K – – –
AFP
27
Advus Financial Partners
Florida
$393K +$388K +10,887 New
Focus Financial Network
28
Focus Financial Network
Minnesota
$392K – – –
BWM
29
BCGM Wealth Management
Indiana
$365K – – –
Independent Financial Group
30
Independent Financial Group
California
$364K -$3.6K -101 -1%
FHC
31
First Heartland Consultants
Missouri
$356K – – –
FCM
32
Fortis Capital Management
Washington
$352K – – –
FL
33
FreeGulliver LLC
Louisiana
$313K – – –
TC
34
TAGStone Capital
North Carolina
$273K +$17.3K +485 +7%
Sagespring Wealth Partners
35
Sagespring Wealth Partners
Tennessee
$239K -$3.45K -97 -1%
Citadel Advisors
36
Citadel Advisors
Florida
$209K +$206K +5,780 New
Goldman Sachs
37
Goldman Sachs
New York
$207K +$204K +5,719 New
JPLA
38
Joseph P. Lucia & Associates
New York
$205K +$202K +5,674 New
FFS
39
Founders Financial Securities
Maryland
$201K +$198K +5,555 New
IAAG
40
Innovative Asset Advisors Group
Connecticut
$163K +$160K +4,504 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$130K – – –
CFD
42
Creative Financial Designs
Indiana
$114K +$69.7K +1,958 +163%
AE Wealth Management
43
AE Wealth Management
Kansas
$101K +$1.64K +46 +2%
ECA
44
Elevated Capital Advisors
Utah
$82.3K +$81.2K +2,280 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$76.9K – – –
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$18.1K – – –
IFP Advisors
47
IFP Advisors
Florida
$8.34K – – –
FNWA
48
Financial Network Wealth Advisors
Utah
$6.25K – – –
LAS
49
Lloyd Advisory Services
Georgia
$253 +$249 +7 New