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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
51
Independent Financial Group
California
$327K -$12.8K -378 -4%
GFG
52
Grantvest Financial Group
New Jersey
$322K -$14.4K -423 -4%
JPLA
53
Joseph P. Lucia & Associates
New York
$272K -$9.85K -290 -3%
LI
54
LifeWealth Investments
Florida
$246K – – –
MAWAG
55
Mid-American Wealth Advisory Group
Missouri
$242K – – –
Bank of America
56
Bank of America
North Carolina
$236K +$240K +7,071 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$235K +$6.79K +200 +3%
TC
58
TAGStone Capital
North Carolina
$229K +$645 +19 +0.3%
CRWM
59
Castle Rock Wealth Management
California
$226K – – –
Concurrent Investment Advisors
60
Concurrent Investment Advisors
Florida
$224K – – –
Advisory Alpha
61
Advisory Alpha
Michigan
$200K +$204K +5,993 New
Q1WB
62
Quest 10 Wealth Builders
Virginia
$156K -$4.69K -138 -3%
LAS
63
Lloyd Advisory Services
Georgia
$129K -$819K -24,127 -86%
KFG
64
Kingdom Financial Group
Arizona
$129K -$44.9K -1,321 -25%
AW
65
Ankerstar Wealth
Texas
$121K – – –
CFD
66
Creative Financial Designs
Indiana
$102K -$13.9K -408 -12%
GM
67
GeoWealth Management
Illinois
$71.2K – – –
IFP Advisors
68
IFP Advisors
Florida
$55.5K -$12.4K -365 -18%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$38K – – –
DFA
70
DHJJ Financial Advisors
Illinois
$36.9K – – –
DJSG
71
D.J. St. Germain
Massachusetts
$36K +$36.6K +1,077 New
KCM
72
Key Capital Management
Tennessee
$34.3K +$8.08K +238 +30%
UBS Group
73
UBS Group
Switzerland
$31.7K +$32.2K +949 New
EverSource Wealth Advisors
74
EverSource Wealth Advisors
Alabama
$27.7K -$849 -25 -3%
NS
75
NBC Securities
Alabama
$26.7K – – –