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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$1.1M -$55.6K -1,637 -5%
FHC
27
First Heartland Consultants
Missouri
$1.03M
WIA
28
World Investment Advisors
California
$848K +$862K +25,375 New
WW
29
Westshore Wealth
California
$843K +$17.8K +524 +2%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$721K +$338K +9,945 +85%
SW
31
SMART Wealth
Nebraska
$703K +$180K +5,297 +34%
AIA
32
AssuredPartners Investment Advisors
Florida
$676K -$7.34K -216 -1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$675K -$124K -3,663 -15%
BFAG
34
Blackston Financial Advisory Group
Florida
$670K +$13.3K +391 +2%
PA
35
PFG Advisors
Arizona
$641K +$5.03K +148 +0.8%
GRR
36
Golden Reserve Retirement
Ohio
$613K +$108K +3,182 +21%
CF
37
Centaurus Financial
California
$503K -$57.3K -1,688 -10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$495K +$66.1K +1,946 +15%
AF
39
Advisornet Financial
Minnesota
$467K
BWAM
40
Blue Water Asset Management
Michigan
$457K
LWP
41
LeClair Wealth Partners
Ohio
$457K +$464K +13,664 New
CAG
42
Csenge Advisory Group
Florida
$453K +$69.5K +2,046 +18%
MFG
43
Merit Financial Group
Georgia
$407K
EWM
44
Elevation Wealth Management
Minnesota
$407K -$5.09K -150 -1%
Creative Planning
45
Creative Planning
Kansas
$392K +$11.9K +350 +3%
AFPL
46
Advus Financial Partners, LLC
Florida
$379K +$30.7K +904 +9%
LIWM
47
Long Island Wealth Management
New York
$368K
TWP
48
Tyche Wealth Partners
Texas
$368K +$374K +11,000 New
GSIAS
49
Garden State Investment Advisory Services
New Jersey
$359K
SAW
50
Signal Advisors Wealth
Michigan
$357K -$135K -3,963 -27%