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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
26
Farther Finance Advisors
California
$1M – – –
KFG
27
Kingdom Financial Group
Arizona
$964K +$967K +31,687 New
FHC
28
First Heartland Consultants
Missouri
$941K -$6.99K -229 -0.7%
LRWM
29
Lord & Richards Wealth Management
Colorado
$832K +$835K +27,343 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$775K -$98.5K -3,228 -11%
WG
31
Wealth Group
North Carolina
$774K -$106K -3,473 -12%
HAS
32
HBW Advisory Services
California
$714K +$717K +23,473 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$705K -$709K -23,238 -50%
PA
34
PFG Advisors
Arizona
$697K +$243K +7,971 +53%
PIS
35
POM Investment Strategies
North Carolina
$634K +$636K +20,843 New
Focus Financial Network
36
Focus Financial Network
Minnesota
$604K +$606K +19,852 New
AF
37
Advisornet Financial
Minnesota
$425K – – –
BFAG
38
Blackston Financial Advisory Group
Florida
$392K +$394K +12,902 New
CPRC
39
Consolidated Portfolio Review Corp
New York
$392K +$394K +12,890 New
GFG
40
Grantvest Financial Group
New Jersey
$376K +$377K +12,344 New
MWS
41
Maxwell Wealth Strategies
California
$346K – – –
LPL Financial
42
LPL Financial
California
$345K -$370K -12,117 -52%
GSIAS
43
Garden State Investment Advisory Services
New Jersey
$327K +$328K +10,750 New
Avantax Advisory Services
44
Avantax Advisory Services
Texas
$325K +$327K +10,696 New
LIWM
45
Long Island Wealth Management
New York
$298K – – –
Merit Financial Group
46
Merit Financial Group
Georgia
$284K +$12.2K +400 +4%
JSA
47
Jim Saulnier & Associates
Colorado
$278K +$279K +9,144 New
JPLA
48
Joseph P. Lucia & Associates
New York
$257K +$258K +8,460 New
CWS
49
Cypress Wealth Services
California
$248K +$249K +8,143 New
SB
50
Strategic Blueprint
Georgia
$223K -$129K -4,213 -36%