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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.83M -$31.3K -1,016 -2%
CPA
27
Clear Point Advisors
New York
$1.38M +$66.1K +2,144 +5%
NFG
28
Nations Financial Group
Iowa
$1.14M -$340K -11,037 -23%
ETIA
29
Epic Trust Investment Advisors
Washington
$982K +$18.5K +600 +2%
LPL Financial
30
LPL Financial
California
$874K +$345K +11,181 +67%
SWM
31
Spire Wealth Management
Virginia
$843K -$123 -4 -0%
KWM
32
Kingsview Wealth Management
Oregon
$791K +$775K +25,162 New
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$767K -$10.7K -347 -1%
PA
34
PFG Advisors
Arizona
$645K +$119K +3,857 +23%
AFPL
35
Advus Financial Partners, LLC
Florida
$638K +$81.5K +2,644 +15%
GM
36
GeoWealth Management
Illinois
$632K +$619K +20,097 New
PAS
37
Park Avenue Securities
New York
$616K +$74.2K +2,407 +14%
CAG
38
Csenge Advisory Group
Florida
$590K +$153K +4,979 +36%
HI
39
Harbour Investments
Wisconsin
$536K +$212K +6,880 +68%
FA
40
FSA Advisors
Michigan
$487K +$197K +6,379 +70%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$450K -$196K -6,375 -31%
FFN
42
Focus Financial Network
Minnesota
$436K +$434K +14,076 New
SRA
43
Secured Retirement Advisors
Minnesota
$422K +$413K +13,409 New
CRWM
44
Castle Rock Wealth Management
California
$337K +$333K +10,805 New
KFG
45
Kingdom Financial Group
Arizona
$326K -$47.1K -1,529 -13%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$324K -$29.4K -955 -8%
IFG
47
Independent Financial Group
California
$307K +$301K +9,768 New
MC
48
Moors & Cabot
Massachusetts
$292K +$287K +9,300 New
DFA
49
DHJJ Financial Advisors
Illinois
$265K -$555 -18 -0.2%
W
50
Wealthquest
Ohio
$256K -$187K -6,067 -43%