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AllianzIM U.S. Equity Buffer20 Mar ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
26
Independent Financial Group
California
$347K +$96.1K +2,787 +38%
BWM
27
BCGM Wealth Management
Indiana
$345K – – –
FHC
28
First Heartland Consultants
Missouri
$337K +$340K +9,872 New
FCM
29
Fortis Capital Management
Washington
$332K -$2.29M -66,390 -87%
FL
30
FreeGulliver LLC
Louisiana
$296K +$299K +8,677 New
TC
31
TAGStone Capital
North Carolina
$241K – – –
Sagespring Wealth Partners
32
Sagespring Wealth Partners
Tennessee
$229K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$123K – – –
AE Wealth Management
34
AE Wealth Management
Kansas
$94.1K -$138 -4 -0.1%
CIAS
35
Capital Investment Advisory Services
North Carolina
$72.6K – – –
Arax Advisory Partners
36
Arax Advisory Partners
Colorado
$59.8K +$60.5K +1,753 New
CFD
37
Creative Financial Designs
Indiana
$40.9K – – –
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$17.1K +$17.3K +501 New
IFP Advisors
39
IFP Advisors
Florida
$7.88K +$172 +5 +2%
FNWA
40
Financial Network Wealth Advisors
Utah
$5.9K – – –
Old Mission Capital
41
Old Mission Capital
Illinois
– -$1.42M -41,336 Closed
ECA
42
Elevated Capital Advisors
Utah
– -$540K -15,735 Closed
Barclays
43
Barclays
United Kingdom
– -$147K -4,288 Closed
UBS Group
44
UBS Group
Switzerland
– -$4.91K -143 Closed
LAS
45
Lloyd Advisory Services
Georgia
– -$240 -7 Closed