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AllianzIM U.S. Equity Buffer20 Mar ETF
MARW

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$560K +$23.5K +814 +4%
GM
27
GeoWealth Management
Illinois
$524K +$115K +3,973 +29%
PA
28
PFG Advisors
Arizona
$502K – – –
LAS
29
Lloyd Advisory Services
Georgia
$430K +$420K +14,579 New
Independent Financial Group
30
Independent Financial Group
California
$381K +$17.9K +620 +5%
Focus Financial Network
31
Focus Financial Network
Minnesota
$366K +$60.9K +2,113 +21%
BWM
32
BCGM Wealth Management
Indiana
$298K – – –
MIAS
33
Mason Investment Advisory Services
Virginia
$272K +$266K +9,234 New
ETIA
34
Epic Trust Investment Advisors
Washington
$251K – – –
Csenge Advisory Group
35
Csenge Advisory Group
Florida
$241K -$39.2K -1,359 -14%
JP Morgan Chase
36
JP Morgan Chase
New York
$175K +$171K +5,937 New
AIMU
37
Allianz Investment Management US
Minnesota
$147K -$424K -14,700 -75%
IFP Advisors
38
IFP Advisors
Florida
$132K +$5.08K +176 +4%
FNWA
39
Financial Network Wealth Advisors
Utah
$51.8K +$50.6K +1,756 New
CFD
40
Creative Financial Designs
Indiana
$35.4K – – –
UBS Group
41
UBS Group
Switzerland
$16.1K +$15.8K +547 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$15K +$14.7K +510 New
CAS
43
Coppell Advisory Solutions
Texas
$11.4K +$11.2K +387 New
Ashton Thomas Private Wealth
44
Ashton Thomas Private Wealth
Arizona
$5.31K +$5.19K +180 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1K +$808 +28 New
GLR
46
Great Lakes Retirement
Ohio
– -$1.63M -56,662 Closed
AWA
47
Authentikos Wealth Advisory
California
– -$1.09M -37,993 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$882K -30,693 Closed
Lincoln National Corp
49
Lincoln National Corp
Pennsylvania
– -$222K -7,728 Closed
FA
50
FSA Advisors
Michigan
– -$200K -6,973 Closed
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