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AllianzIM U.S. Equity Buffer20 Mar ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Financial Network
26
Focus Financial Network
Minnesota
$374K – – –
Jane Street
27
Jane Street
New York
$362K -$720K -24,125 -67%
Independent Financial Group
28
Independent Financial Group
California
$351K -$41K -1,375 -11%
BWM
29
BCGM Wealth Management
Indiana
$308K – – –
MIAS
30
Mason Investment Advisory Services
Virginia
$281K – – –
Farther Finance Advisors
31
Farther Finance Advisors
California
$207K +$202K +6,784 New
AIMU
32
Allianz Investment Management US
Minnesota
$152K – – –
IFP Advisors
33
IFP Advisors
Florida
$139K +$2.33K +78 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$45.1K -$133K -4,456 -75%
CFD
35
Creative Financial Designs
Indiana
$36.5K – – –
CAS
36
Coppell Advisory Solutions
Texas
$10K -$1.73K -58 -15%
PW
37
Paladin Wealth
Minnesota
$7.18K +$7.04K +236 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
MAWAG
39
Mid-American Wealth Advisory Group
Missouri
– -$9.75M -330,398 Closed
BFA
40
Brown Financial Advisors
Ohio
– -$3.79M -128,543 Closed
OWA
41
Outlook Wealth Advisors
Texas
– -$5.07M -124,764 Closed
GM
42
GeoWealth Management
Illinois
– -$524K -17,770 Closed
LAS
43
Lloyd Advisory Services
Georgia
– -$430K -14,579 Closed
Csenge Advisory Group
44
Csenge Advisory Group
Florida
– -$241K -8,173 Closed
FNWA
45
Financial Network Wealth Advisors
Utah
– -$51.8K -1,756 Closed
UBS Group
46
UBS Group
Switzerland
– -$16.1K -547 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– -$15K -510 Closed
Ashton Thomas Private Wealth
48
Ashton Thomas Private Wealth
Arizona
– -$5.31K -180 Closed