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AllianzIM U.S. Equity Buffer10 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAP
26
Tounjian Advisory Partners
Florida
$227K +$222K +5,780 New
Grantvest Financial Group
27
Grantvest Financial Group
New Jersey
$212K +$207K +5,395 New
Davenport & Co
28
Davenport & Co
Virginia
$210K +$205K +5,350 New
Allianz
29
Allianz
Germany
$196K – – –
Mosley Wealth Management
30
Mosley Wealth Management
California
$153K +$149K +3,897 New
Elevated Capital Advisors
31
Elevated Capital Advisors
Utah
$117K -$2.26K -59 -2%
Decker Retirement Planning
32
Decker Retirement Planning
Utah
$86.5K +$59.8K +1,561 +243%
Networth Advisors
33
Networth Advisors
Pennsylvania
$82.7K -$767 -20 -0.9%
Kingdom Financial Group
34
Kingdom Financial Group
Arizona
$79.9K -$7.36K -192 -9%
IFG Advisory
35
IFG Advisory
Georgia
$76.3K +$74.5K +1,944 New
Advisornet Financial
36
Advisornet Financial
Minnesota
$57.3K – – –
Key Capital Management
37
Key Capital Management
Tennessee
$54.2K +$7.67K +200 +17%
Blue Bell Private Wealth Management
38
Blue Bell Private Wealth Management
Pennsylvania
$40.8K – – –
Compass Financial Management
39
Compass Financial Management
Florida
$29.5K +$28.1K +734 New
NBC Securities
40
NBC Securities
Alabama
$19.6K – – –
Barclays
41
Barclays
United Kingdom
$17.4K +$17K +444 New
JP Morgan Chase
42
JP Morgan Chase
New York
$11.6K +$11.4K +298 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.8K +255 New
AssetMark Inc
44
AssetMark Inc
California
$6.28K – – –
CoreCap Advisors
45
CoreCap Advisors
Michigan
$6.16K +$6.02K +157 New
Creative Financial Designs
46
Creative Financial Designs
Indiana
$3.81K -$843 -22 -18%
Montgomery Financial Services
47
Montgomery Financial Services
Maryland
$2.87K +$2.8K +73 New
IFP Advisors
48
IFP Advisors
Florida
$2.75K – – –
Golden Reserve Retirement
49
Golden Reserve Retirement
Ohio
– -$1.14M -31,978 Closed
Independent Advisor Alliance
50
Independent Advisor Alliance
North Carolina
– -$508K -14,300 Closed