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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
26
Kingsview Wealth Management
Oregon
$804K -$19.4K -598 -2%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$771K -$9.23K -284 -1%
PA
28
PFG Advisors
Arizona
$596K -$79.4K -2,443 -12%
Park Avenue Securities
29
Park Avenue Securities
New York
$562K -$81.9K -2,521 -13%
Jane Street
30
Jane Street
New York
$537K -$12.2K -374 -2%
SL
31
Sentinus LLC
Illinois
$517K +$10.9K +334 +4%
JP Morgan Chase
32
JP Morgan Chase
New York
$501K +$222K +6,827 +82%
OneDigital Investment Advisors
33
OneDigital Investment Advisors
Kansas
$473K – – –
Focus Financial Network
34
Focus Financial Network
Minnesota
$466K +$1.24K +38 +0.3%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$435K – – –
Diversify Advisory Services
36
Diversify Advisory Services
Utah
$433K -$42.2K -1,300 -9%
Harbour Investments
37
Harbour Investments
Wisconsin
$399K -$25.3K -778 -6%
Spire Wealth Management
38
Spire Wealth Management
Virginia
$395K -$241K -7,403 -38%
CRWM
39
Castle Rock Wealth Management
California
$356K – – –
W
40
Wealthquest
Ohio
$343K +$74.1K +2,280 +28%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$342K -$585 -18 -0.2%
Independent Financial Group
42
Independent Financial Group
California
$322K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$276K -$162K -4,997 -37%
MC
44
Moors & Cabot
Massachusetts
$273K -$16.3K -500 -6%
WFS
45
WealthGarden F.S.
California
$269K -$227 -7 -0.1%
DFA
46
DHJJ Financial Advisors
Illinois
$268K -$9K -277 -3%
NS
47
NBC Securities
Alabama
$191K – – –
CFD
48
Creative Financial Designs
Indiana
$136K +$135K +4,139 New
Comerica Bank
49
Comerica Bank
Texas
$70.4K +$30.3K +931 +77%
CAS
50
Coppell Advisory Solutions
Texas
$63.4K – – –