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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIWM
51
Long Island Wealth Management
New York
$329K +$36.6K +1,200 +12%
OC
52
Optima Capital
Oregon
$325K -$769K -25,165 -70%
GSIAS
53
Garden State Investment Advisory Services
New Jersey
$322K – – –
UBS Group
54
UBS Group
Switzerland
$304K +$310K +10,155 New
Merit Financial Group
55
Merit Financial Group
Georgia
$279K – – –
JSA
56
Jim Saulnier & Associates
Colorado
$274K – – –
JPLA
57
Joseph P. Lucia & Associates
New York
$253K – – –
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$240K +7,855 New
SG
59
StoneX Group
New York
$212K +$4.73K +155 +2%
SB
60
Strategic Blueprint
Georgia
$211K -$8.64K -283 -4%
AWM
61
Accurate Wealth Management
Florida
$211K – – –
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$205K -$3.05K -100 -1%
Independent Financial Group
63
Independent Financial Group
California
$202K -$9.89K -324 -5%
CFD
64
Creative Financial Designs
Indiana
$186K – – –
PSFG
65
Park Square Financial Group
Georgia
$166K +$122K +3,991 +257%
T
66
Transce3nd
Texas
$153K -$1.01K -33 -0.6%
AIMU
67
Allianz Investment Management US
Minnesota
$147K – – –
CAWM
68
Capital A Wealth Management
Pennsylvania
$52.4K -$104K -3,418 -66%
IFP Advisors
69
IFP Advisors
Florida
$37.3K – – –
PA
70
Pineridge Advisors
Missouri
$36.5K +$336 +11 +0.9%
DFA
71
DHJJ Financial Advisors
Illinois
$34.1K – – –
EverSource Wealth Advisors
72
EverSource Wealth Advisors
Alabama
$29.6K – – –
NS
73
NBC Securities
Alabama
$23K +$24.4K +800 New
DRP
74
Decker Retirement Planning
Utah
$18.9K – – –
RWPA
75
Richard W. Paul & Associates
Michigan
$6.71K – – –