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AllianzIM U.S. Equity Buffer20 Mar ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$280K +$283K +9,039 New
SB
27
Strategic Blueprint
Georgia
$271K -$390K -12,442 -59%
VCM
28
Virtue Capital Management
Tennessee
$251K +$254K +8,100 New
GFG
29
Grantvest Financial Group
New Jersey
$208K +$210K +6,698 New
TC
30
TAGStone Capital
North Carolina
$204K +$206K +6,589 New
AIMU
31
Allianz Investment Management US
Minnesota
$152K – – –
AE Wealth Management
32
AE Wealth Management
Kansas
$129K -$11.7K -373 -8%
CFD
33
Creative Financial Designs
Indiana
$37.2K – – –
GSWM
34
Golden State Wealth Management
California
$11.7K +$11.8K +376 New
IFP Advisors
35
IFP Advisors
Florida
$5.45K – – –
FNWA
36
Financial Network Wealth Advisors
Utah
$5.36K – – –
LRWM
37
Lord & Richards Wealth Management
Colorado
$2.82K +$2.85K +91 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$1.1M -35,414 Closed
Old Mission Capital
40
Old Mission Capital
Illinois
– -$1.02M -32,993 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$553K -17,810 Closed
Goldman Sachs
42
Goldman Sachs
New York
– -$552K -17,792 Closed
UBS Group
43
UBS Group
Switzerland
– -$66.4K -2,138 Closed
JP Morgan Chase
44
JP Morgan Chase
New York
– -$46K -1,481 Closed
MFS
45
Mattson Financial Services
Michigan
– -$15.3K -501 Closed
CAS
46
Coppell Advisory Solutions
Texas
– -$10.2K -329 Closed