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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
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
FFN
36
Focus Financial Network
Minnesota
$604K +$606K +19,852 New
AFPL
37
Advus Financial Partners, LLC
Florida
$594K +$68K +2,227 +13%
AF
38
Advisornet Financial
Minnesota
$425K
BFAG
39
Blackston Financial Advisory Group
Florida
$392K +$394K +12,902 New
CPRC
40
Consolidated Portfolio Review Corp
New York
$392K +$394K +12,890 New
GFG
41
Grantvest Financial Group
New Jersey
$376K +$377K +12,344 New
MWS
42
Maxwell Wealth Strategies
California
$346K
LPL Financial
43
LPL Financial
California
$345K -$370K -12,117 -52%
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$327K +$328K +10,750 New
AAS
45
Avantax Advisory Services
Texas
$325K +$327K +10,696 New
LIWM
46
Long Island Wealth Management
New York
$298K
MFG
47
Merit Financial Group
Georgia
$284K +$12.2K +400 +4%
JSA
48
Jim Saulnier & Associates
Colorado
$278K +$279K +9,144 New
JPLA
49
Joseph P. Lucia & Associates
New York
$257K +$258K +8,460 New
CWS
50
Cypress Wealth Services
California
$248K +$249K +8,143 New