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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$341K +$348K +11,380 New
LIWM
52
Long Island Wealth Management
New York
$329K +$36.6K +1,200 +12%
OC
53
Optima Capital
Oregon
$325K -$769K -25,165 -70%
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$322K
UBS Group
55
UBS Group
Switzerland
$304K +$310K +10,155 New
MFG
56
Merit Financial Group
Georgia
$279K
JSA
57
Jim Saulnier & Associates
Colorado
$274K
JPLA
58
Joseph P. Lucia & Associates
New York
$253K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$240K +7,855 New
SG
60
StoneX Group
New York
$212K +$4.73K +155 +2%
SB
61
Strategic Blueprint
Georgia
$211K -$8.64K -283 -4%
AWM
62
Accurate Wealth Management
Florida
$211K
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$205K -$3.05K -100 -1%
IFG
64
Independent Financial Group
California
$202K -$9.89K -324 -5%
CFD
65
Creative Financial Designs
Indiana
$186K
PSFG
66
Park Square Financial Group
Georgia
$166K +$122K +3,991 +257%
T
67
Transce3nd
Texas
$153K -$1.01K -33 -0.6%
AIMU
68
Allianz Investment Management US
Minnesota
$147K
CAWM
69
Capital A Wealth Management
Pennsylvania
$52.4K -$104K -3,418 -66%
IA
70
IFP Advisors
Florida
$37.3K
PA
71
Pineridge Advisors
Missouri
$36.5K +$336 +11 +0.9%
DFA
72
DHJJ Financial Advisors
Illinois
$34.1K
EWA
73
EverSource Wealth Advisors
Alabama
$29.6K
NS
74
NBC Securities
Alabama
$23K +$24.4K +800 New
DRP
75
Decker Retirement Planning
Utah
$18.9K