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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$226K – – –
FI
52
FWG Investments
Kentucky
$224K +$219K +6,776 New
CRWM
53
Castle Rock Wealth Management
California
$214K – – –
SB
54
Strategic Blueprint
Georgia
$213K -$2K -62 -1%
GRR
55
Golden Reserve Retirement
Ohio
$210K +$206K +6,373 New
CFD
56
Creative Financial Designs
Indiana
$180K +$1.32K +41 +0.8%
AIMU
57
Allianz Investment Management US
Minnesota
$165K – – –
Barclays
58
Barclays
United Kingdom
$97.6K +$89.1K +2,763 +1,424%
DRP
59
Decker Retirement Planning
Utah
$73.9K +$22.4K +696 +45%
GM
60
GeoWealth Management
Illinois
$70.3K +$68.8K +2,132 New
IFP Advisors
61
IFP Advisors
Florida
$60.4K +$3.23K +100 +6%
DFA
62
DHJJ Financial Advisors
Illinois
$36.5K – – –
EverSource Wealth Advisors
63
EverSource Wealth Advisors
Alabama
$32.6K – – –
Geneos Wealth Management
64
Geneos Wealth Management
Colorado
$26.9K +$26.3K +814 New
NS
65
NBC Securities
Alabama
$26.4K – – –
Atlantic Union Bankshares
66
Atlantic Union Bankshares
Virginia
$16.2K +$15.8K +490 New
RWPA
67
Richard W. Paul & Associates
Michigan
$7.29K +$32 +1 +0.5%
PA
68
Pineridge Advisors
Missouri
$5.08K – – –
Advisory Services Network
69
Advisory Services Network
Georgia
$4.22K +$4.13K +128 New
TAP
70
Tounjian Advisory Partners
Florida
– -$2.37M -79,106 Closed
SW
71
SMART Wealth
Nebraska
– -$1.72M -54,364 Closed
HAS
72
HBW Advisory Services
California
– -$728K -23,052 Closed
PSFG
73
Park Square Financial Group
Georgia
– -$561K -17,752 Closed
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
– -$556K -17,601 Closed
AIA
75
AssuredPartners Investment Advisors
Florida
– -$339K -10,740 Closed