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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$271K
IFG
27
Independent Financial Group
California
$241K
W
28
Wealthquest
Ohio
$239K -$101K -3,522 -30%
SMAM
29
Sugar Maple Asset Management
Wisconsin
$232K +$229K +8,011 New
OMC
30
Old Mission Capital
Illinois
$201K -$331K -11,593 -63%
AIMU
31
Allianz Investment Management US
Minnesota
$145K
HI
32
Harbour Investments
Wisconsin
$93.5K +$143 +5 +0.2%
CFD
33
Creative Financial Designs
Indiana
$91.8K +$343 +12 +0.4%
EWA
34
EverSource Wealth Advisors
Alabama
$54.2K +$53.7K +1,880 New
DFA
35
DHJJ Financial Advisors
Illinois
$37.4K
IA
36
IFP Advisors
Florida
$36.2K +$428 +15 +1%
NS
37
NBC Securities
Alabama
$23K
Morgan Stanley
38
Morgan Stanley
New York
$2.38K +$2.34K +82 New
PA
39
Pineridge Advisors
Missouri
$1.94K -$7.17K -251 -79%
SIS
40
Sound Income Strategies
Florida
$1.86K +$1.83K +64 New
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$813 -$4.37K -153 -85%
UBS Group
42
UBS Group
Switzerland
$203 -$1.03K -36 -84%
LAS
43
Lloyd Advisory Services
Georgia
-$2.75M -96,816 Closed
MAWAG
44
Mid-American Wealth Advisory Group
Missouri
-$900K -31,739 Closed
WP
45
WealthPLAN Partners
Nebraska
-$891K -31,424 Closed
BOSSRA
46
B.O.S.S. Retirement Advisors
Utah
-$740K -26,092 Closed
GLR
47
Great Lakes Retirement
Ohio
-$383K -13,510 Closed
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
-$287K -10,105 Closed
OWA
49
Outlook Wealth Advisors
Texas
-$230K -8,111 Closed
AWM
50
Accurate Wealth Management
Florida
-$224K -7,859 Closed