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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Modern Wealth Management
26
Modern Wealth Management
Kansas
$1.25M +$13.7K +385 +1%
Sigma Planning Corp
27
Sigma Planning Corp
Michigan
$1.16M -$16.8K -472 -1%
FA
28
FSA Advisors
Michigan
$1.13M -$1.11M -31,299 -50%
ECA
29
Elevated Capital Advisors
Utah
$1.02M +$15.5K +435 +2%
CRWM
30
Castle Rock Wealth Management
California
$1.02M – – –
CPRC
31
Consolidated Portfolio Review Corp
New York
$898K – – –
NFG
32
Nations Financial Group
Iowa
$887K -$13.3K -375 -2%
Old Mission Capital
33
Old Mission Capital
Illinois
$850K +$836K +23,508 New
BFAG
34
Blackston Financial Advisory Group
Florida
$737K -$845K -23,768 -54%
Concurrent Investment Advisors
35
Concurrent Investment Advisors
Florida
$736K +$724K +20,353 New
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$719K -$38.8K -1,091 -5%
Arkadios Wealth Advisors
37
Arkadios Wealth Advisors
Georgia
$637K -$109K -3,064 -15%
PA
38
PFG Advisors
Arizona
$635K – – –
SB
39
Strategic Blueprint
Georgia
$603K -$22K -619 -4%
Focus Financial Network
40
Focus Financial Network
Minnesota
$552K +$640 +18 +0.1%
Park Avenue Securities
41
Park Avenue Securities
New York
$487K -$42.6K -1,199 -8%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$429K +$422K +11,881 New
JP Morgan Chase
43
JP Morgan Chase
New York
$402K +$329K +9,248 +492%
Csenge Advisory Group
44
Csenge Advisory Group
Florida
$385K -$1.06M -29,828 -74%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$360K -$48.9K -1,375 -12%
HRT Financial
46
HRT Financial
New York
$359K +$353K +9,944 New
LI
47
LifeWealth Investments
Florida
$308K -$2.36M -66,342 -89%
SL
48
Sentinus LLC
Illinois
$303K – – –
MC
49
Moors & Cabot
Massachusetts
$286K – – –
AIM
50
Advyzon Investment Management
Illinois
$261K +$257K +7,234 New