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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$105M +$2.42M +79,340 +2%
AFS
2
Access Financial Services
Minnesota
$22.7M +$13.5M +441,340 +139%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.2M +$259K +8,479 +1%
LAS
4
Lloyd Advisory Services
Georgia
$17.2M -$596K -19,508 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.8M +$4.57M +149,661 +48%
FWM
6
FSR Wealth Management
Illinois
$8.75M +$387K +12,680 +5%
OWA
7
Outlook Wealth Advisors
Texas
$7.33M -$155K -5,059 -2%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$7.28M +$34.4K +1,126 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$7.19M +$5.13M +167,907 +233%
AAM
10
American Asset Management
Florida
$5.56M -$212K -6,955 -4%
HBS
11
Howard Bailey Securities
Indiana
$4.75M +$990K +32,415 +26%
KAS
12
Kestra Advisory Services
Texas
$4.16M +$3.15K +103 +0.1%
GLR
13
Great Lakes Retirement
Ohio
$2.99M -$153K -4,994 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.52M +$659K +21,566 +35%
SWM
15
Spire Wealth Management
Virginia
$2.5M -$186K -6,102 -7%
TAP
16
Tounjian Advisory Partners
Florida
$2.4M +$2.45M +80,180 New
LI
17
LifeWealth Investments
Florida
$2.11M +$937K +30,693 +78%
CAG
18
Csenge Advisory Group
Florida
$1.79M +$210K +6,877 +13%
AWS
19
Atria Wealth Solutions
New York
$1.71M -$567K -18,575 -25%
HI
20
Harbour Investments
Wisconsin
$1.69M +$15.5K +507 +0.9%
AIA
21
AssuredPartners Investment Advisors
Florida
$1.63M -$41.4K -1,356 -2%
SW
22
SMART Wealth
Nebraska
$1.58M -$156K -5,094 -9%
FA
23
FSA Advisors
Michigan
$1.46M +$276K +9,033 +23%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.43M +$1.46M +47,709 New
CWS
25
Cypress Wealth Services
California
$1.13M +$906K +29,657 +364%