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AllianzIM U.S. Equity Buffer20 Apr ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$553K +$547K +18,261 New
AWM
27
Accurate Wealth Management
Florida
$533K +$29.1K +972 +6%
CAG
28
Compass Advisory Group
New York
$504K
KFG
29
Kingdom Financial Group
Arizona
$457K +$452K +15,117 New
AAS
30
Avantax Advisory Services
Texas
$431K +$135K +4,506 +46%
CAG
31
Csenge Advisory Group
Florida
$416K +$411K +13,731 New
GM
32
GeoWealth Management
Illinois
$406K +$402K +13,416 New
MSFS
33
Main Street Financial Solutions
Pennsylvania
$387K
DFA
34
DHJJ Financial Advisors
Illinois
$343K -$3.8K -127 -1%
LNC
35
Lincoln National Corp
Pennsylvania
$321K
AFS
36
Access Financial Services
Minnesota
$318K +$314K +10,500 New
Citadel Advisors
37
Citadel Advisors
Florida
$301K +$91.6K +3,059 +45%
PIS
38
POM Investment Strategies
North Carolina
$296K +$293K +9,777 New
FA
39
FSA Advisors
Michigan
$268K +$265K +8,857 New
W
40
Wealthquest
Ohio
$236K -$141K -4,695 -38%
PWMG
41
Prestige Wealth Management Group
New Jersey
$184K
CFD
42
Creative Financial Designs
Indiana
$143K
Bank of America
43
Bank of America
North Carolina
$136K -$43.4K -1,450 -24%
AIMU
44
Allianz Investment Management US
Minnesota
$121K
AF
45
Advisornet Financial
Minnesota
$114K -$29.9K -1,000 -21%
SCA
46
Stuart Chaussee & Associates
California
$66.6K +$65.8K +2,200 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$45K
PA
48
Pineridge Advisors
Missouri
$41.7K +$41.2K +1,377 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
RWPA
50
Richard W. Paul & Associates
Michigan
$4.24K +$4.19K +140 New