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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Diversify Advisory Services
Utah
$399K -$38.3K -1,150 -9%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$398K -$45.8K -1,375 -10%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$391K +$41.7K +1,252 +12%
W
54
Wealthquest
Ohio
$350K
IFG
55
Independent Financial Group
California
$328K
SL
56
Sentinus LLC
Illinois
$282K -$11.1K -334 -4%
DFA
57
DHJJ Financial Advisors
Illinois
$247K -$26.3K -790 -10%
MC
58
Moors & Cabot
Massachusetts
$222K -$56.6K -1,700 -20%
WFS
59
WealthGarden F.S.
California
$218K -$56.6K -1,701 -21%
Q1WB
60
Quest 10 Wealth Builders
Virginia
$215K +$213K +6,404 New
RAG
61
RIA Advisory Group
Iowa
$202K +$200K +6,017 New
CAWM
62
Capital A Wealth Management
Pennsylvania
$141K +$140K +4,194 New
CFD
63
Creative Financial Designs
Indiana
$139K
T
64
Transce3nd
Texas
$138K +$137K +4,099 New
Comerica Bank
65
Comerica Bank
Texas
$71.9K
CAS
66
Coppell Advisory Solutions
Texas
$64.4K -$233 -7 -0.4%
PSFG
67
Park Square Financial Group
Georgia
$42.7K +$42.3K +1,271 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$37K
JP Morgan Chase
69
JP Morgan Chase
New York
$33.4K -$473K -14,203 -93%
PA
70
Pineridge Advisors
Missouri
$31.7K +$31.4K +943 New
SPIA
71
Steward Partners Investment Advisory
New York
$23.7K
DRP
72
Decker Retirement Planning
Utah
$18.7K +$18.5K +556 New
RWPA
73
Richard W. Paul & Associates
Michigan
$6.25K +$6.19K +186 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$2K
NS
75
NBC Securities
Alabama
$195 -$193K -5,794 -100%