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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
26
Epic Trust Investment Advisors
Washington
$929K – – –
Spire Wealth Management
27
Spire Wealth Management
Virginia
$817K +$792K +26,829 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$805K +$212K +7,172 +37%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$750K – – –
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$627K +$90.2K +3,055 +17%
Cetera Advisors
31
Cetera Advisors
Colorado
$619K -$503K -17,044 -45%
Park Avenue Securities
32
Park Avenue Securities
New York
$520K -$46.9K -1,588 -8%
PA
33
PFG Advisors
Arizona
$505K +$492K +16,666 New
LPL Financial
34
LPL Financial
California
$503K +$490K +16,608 New
WP
35
WealthSource Partners
California
$468K -$11.8K -400 -3%
Citadel Advisors
36
Citadel Advisors
Florida
$459K +$447K +15,153 New
W
37
Wealthquest
Ohio
$430K -$41.1K -1,392 -9%
Csenge Advisory Group
38
Csenge Advisory Group
Florida
$418K +$407K +13,784 New
KFG
39
Kingdom Financial Group
Arizona
$361K +$351K +11,911 New
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$341K +$37.2K +1,259 +13%
Harbour Investments
41
Harbour Investments
Wisconsin
$308K -$67.8K -2,297 -18%
FA
42
FSA Advisors
Michigan
$276K +$269K +9,120 New
DFA
43
DHJJ Financial Advisors
Illinois
$256K – – –
GTS Securities
44
GTS Securities
Florida
$225K +$219K +7,435 New
NS
45
NBC Securities
Alabama
$168K -$129K -4,370 -44%
PA
46
Pineridge Advisors
Missouri
$55.2K +$53.7K +1,821 New
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$47.1K +$43.6K +1,478 +1,971%
Comerica Bank
48
Comerica Bank
Texas
$36.6K – – –
AF
49
Advisornet Financial
Minnesota
$30.3K – – –
RWPA
50
Richard W. Paul & Associates
Michigan
$5.18K +$4.51K +153 +850%