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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SMART Wealth
Nebraska
$1.97M +$83.3K +2,482 +5%
GI
27
Gradient Investments
Minnesota
$1.83M +$1.76M +52,357 New
LPL Financial
28
LPL Financial
California
$1.81M +$798K +23,770 +85%
JPLA
29
Joseph P. Lucia & Associates
New York
$1.75M -$7.39K -220 -0.4%
MFN
30
Midwest Financial Network
Illinois
$1.62M -$26K -774 -2%
SWM
31
Spire Wealth Management
Virginia
$1.6M -$126K -3,764 -8%
BFAG
32
Blackston Financial Advisory Group
Florida
$1.54M +$472K +14,044 +47%
GFG
33
Grantvest Financial Group
New Jersey
$1.5M -$40K -1,191 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.49M -$167K -4,960 -10%
CAG
35
Csenge Advisory Group
Florida
$1.38M +$236K +7,033 +21%
HI
36
Harbour Investments
Wisconsin
$1.35M -$168 -5 -0%
CPA
37
Clear Point Advisors
New York
$1.32M
KCM
38
Kaye Capital Management
California
$1.19M -$1.4M -41,563 -55%
MWM
39
Modern Wealth Management
Kansas
$1.19M +$1.15M +34,191 New
SPC
40
Sigma Planning Corp
Michigan
$1.14M -$11.2K -335 -1%
CRWM
41
Castle Rock Wealth Management
California
$996K
ECA
42
Elevated Capital Advisors
Utah
$927K
NFG
43
Nations Financial Group
Iowa
$871K -$19.9K -594 -2%
CPRC
44
Consolidated Portfolio Review Corp
New York
$868K +$835K +24,861 New
KWM
45
Kingsview Wealth Management
Oregon
$780K -$11.1K -332 -1%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$733K
AWA
47
Arkadios Wealth Advisors
Georgia
$723K +$695K +20,686 New
PSFG
48
Park Square Financial Group
Georgia
$699K +$490K +14,580 +268%
PA
49
PFG Advisors
Arizona
$614K -$14.6K -436 -2%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$608K -$1.75K -52 -0.3%