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AllianzIM U.S. Equity Buffer10 Jan ETF
JANT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$325K -$70.9K -1,648 -18%
NF
27
Nvest Financial
New Hampshire
$321K -$3.48K -81 -1%
AWMI
28
Aegis Wealth Management (Iowa)
Iowa
$316K +$66.8K +1,553 +28%
NG
29
Novem Group
New York
$294K -$21.5K -500 -7%
AWM
30
Accurate Wealth Management
Florida
$272K – – –
PAS
31
Park Avenue Securities
New York
$249K -$1.85K -43 -0.8%
CWRP
32
Cassady Wealth & Retirement Planning
Nevada
$244K -$11K -256 -4%
JPLA
33
Joseph P. Lucia & Associates
New York
$224K – – –
EWM
34
Elevation Wealth Management
Minnesota
$217K +$212K +4,920 New
SWM
35
Spire Wealth Management
Virginia
$194K – – –
A
36
Allianz
Germany
$110K – – –
ECA
37
Elevated Capital Advisors
Utah
$39.5K -$112K -2,603 -74%
CFM
38
Compass Financial Management
Florida
$39.1K +$37.5K +872 New
AF
39
Advisornet Financial
Minnesota
$22K – – –
IA
40
IFP Advisors
Florida
$17K -$602 -14 -4%
FNWA
41
Financial Network Wealth Advisors
Utah
$9.2K – – –
GWM
42
Geneos Wealth Management
Colorado
$3.96K – – –
AW
43
Avion Wealth
Texas
$3K – – –
DFA
44
DHJJ Financial Advisors
Illinois
$441 – – –
MWM
45
Modern Wealth Management
Kansas
– -$1.88M -46,571 Closed
GRR
46
Golden Reserve Retirement
Ohio
– -$1.5M -37,380 Closed
GLR
47
Great Lakes Retirement
Ohio
– -$306K -7,619 Closed
KFG
48
Kingdom Financial Group
Arizona
– -$58K -1,447 Closed
LAS
49
Lloyd Advisory Services
Georgia
– -$58K -1,447 Closed
Q1WB
50
Quest 10 Wealth Builders
Virginia
– -$2.73K -68 Closed
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