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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Accurate Wealth Management
Florida
$243K +$32.9K +1,021 +16%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$226K
FI
53
FWG Investments
Kentucky
$224K +$219K +6,776 New
CRWM
54
Castle Rock Wealth Management
California
$214K
SB
55
Strategic Blueprint
Georgia
$213K -$2K -62 -1%
GRR
56
Golden Reserve Retirement
Ohio
$210K +$206K +6,373 New
CFD
57
Creative Financial Designs
Indiana
$180K +$1.32K +41 +0.8%
AIMU
58
Allianz Investment Management US
Minnesota
$165K
Barclays
59
Barclays
United Kingdom
$97.6K +$89.1K +2,763 +1,424%
DRP
60
Decker Retirement Planning
Utah
$73.9K +$22.4K +696 +45%
GM
61
GeoWealth Management
Illinois
$70.3K +$68.8K +2,132 New
IA
62
IFP Advisors
Florida
$60.4K +$3.23K +100 +6%
DFA
63
DHJJ Financial Advisors
Illinois
$36.5K
EWA
64
EverSource Wealth Advisors
Alabama
$32.6K
GWM
65
Geneos Wealth Management
Colorado
$26.9K +$26.3K +814 New
NS
66
NBC Securities
Alabama
$26.4K
AUB
67
Atlantic Union Bankshares
Virginia
$16.2K +$15.8K +490 New
RWPA
68
Richard W. Paul & Associates
Michigan
$7.29K +$32 +1 +0.5%
PA
69
Pineridge Advisors
Missouri
$5.08K
ASN
70
Advisory Services Network
Georgia
$4.22K +$4.13K +128 New
TAP
71
Tounjian Advisory Partners
Florida
-$2.37M -79,106 Closed
SW
72
SMART Wealth
Nebraska
-$1.72M -54,364 Closed
HAS
73
HBW Advisory Services
California
-$728K -23,052 Closed
PSFG
74
Park Square Financial Group
Georgia
-$561K -17,752 Closed
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
-$556K -17,601 Closed