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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$287K +$274K +10,105 New
LIWM
27
Long Island Wealth Management
New York
$278K +$266K +9,800 New
Merit Financial Group
28
Merit Financial Group
Georgia
$264K +$4.69K +173 +2%
Independent Financial Group
29
Independent Financial Group
California
$235K +$225K +8,297 New
OWA
30
Outlook Wealth Advisors
Texas
$230K +$220K +8,111 New
Cetera Advisors
31
Cetera Advisors
Colorado
$224K +$214K +7,895 New
AWM
32
Accurate Wealth Management
Florida
$224K -$45.3K -1,672 -18%
Citadel Advisors
33
Citadel Advisors
Florida
$220K -$351K -12,934 -62%
LPL Financial
34
LPL Financial
California
$210K +$201K +7,415 New
AWA
35
Authentikos Wealth Advisory
California
$201K -$46K -1,697 -19%
AIMU
36
Allianz Investment Management US
Minnesota
$142K -$1.44M -53,201 -91%
Harbour Investments
37
Harbour Investments
Wisconsin
$91.2K +$48.8K +1,799 +127%
CFD
38
Creative Financial Designs
Indiana
$89.3K -$2.71K -100 -3%
DFA
39
DHJJ Financial Advisors
Illinois
$36.6K +$23.7K +875 +211%
IFP Advisors
40
IFP Advisors
Florida
$34.9K – – –
NS
41
NBC Securities
Alabama
$22K – – –
PA
42
Pineridge Advisors
Missouri
$9.02K +$8.62K +318 New
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$5.13K -$1.41K -52 -22%
Advisory Services Network
44
Advisory Services Network
Georgia
$3.63K +$3.47K +128 New
TAM
45
Tucker Asset Management
Colorado
$1.93K +$1.84K +68 New
UBS Group
46
UBS Group
Switzerland
$1.22K -$44.9K -1,657 -97%
RWPA
47
Richard W. Paul & Associates
Michigan
$709 +$163 +6 +32%
IPW
48
Impact Partnership Wealth
Georgia
– -$14.2K -541 Closed