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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
26
Westshore Wealth
California
$838K +$826K +24,699 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$810K +$176K +5,260 +28%
AIA
28
AssuredPartners Investment Advisors
Florida
$690K +$680K +20,333 New
BFAG
29
Blackston Financial Advisory Group
Florida
$668K -$662K -19,781 -50%
PA
30
PFG Advisors
Arizona
$646K +$76.9K +2,299 +14%
CF
31
Centaurus Financial
California
$568K -$16.5K -493 -3%
SW
32
SMART Wealth
Nebraska
$534K +$527K +15,748 New
Citadel Advisors
33
Citadel Advisors
Florida
$520K +$513K +15,326 New
GRR
34
Golden Reserve Retirement
Ohio
$515K +$294K +8,794 +138%
SAW
35
Signal Advisors Wealth
Michigan
$497K -$539K -16,100 -52%
AF
36
Advisornet Financial
Minnesota
$475K
BWAM
37
Blue Water Asset Management
Michigan
$464K +$457K +13,664 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$436K +$109K +3,253 +34%
EWM
39
Elevation Wealth Management
Minnesota
$418K +$412K +12,326 New
MFG
40
Merit Financial Group
Georgia
$413K +$5.35K +160 +1%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$395K
CAG
42
Csenge Advisory Group
Florida
$391K -$559K -16,706 -59%
Creative Planning
43
Creative Planning
Kansas
$386K -$286K -8,534 -43%
LIWM
44
Long Island Wealth Management
New York
$373K
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$365K
AFPL
46
Advus Financial Partners, LLC
Florida
$355K
IFG
47
Independent Financial Group
California
$345K +$85K +2,540 +33%
GFG
48
Grantvest Financial Group
New Jersey
$342K -$29.5K -883 -8%
JPLA
49
Joseph P. Lucia & Associates
New York
$286K +$4.32K +129 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$285K +$281K +8,389 New