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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
51
Lloyd Advisory Services
Georgia
$242K -$14.2M -399,032 -98%
Citadel Advisors
52
Citadel Advisors
Florida
$234K -$131K -3,699 -36%
CreativeOne Wealth
53
CreativeOne Wealth
Kansas
$212K – – –
NS
54
NBC Securities
Alabama
$210K – – –
RAG
55
RIA Advisory Group
Iowa
$204K +$200K +5,640 New
DFA
56
DHJJ Financial Advisors
Illinois
$201K -$12.4K -350 -6%
Q1WB
57
Quest 10 Wealth Builders
Virginia
$188K -$434K -12,202 -70%
CFD
58
Creative Financial Designs
Indiana
$173K -$1.17K -33 -0.7%
Farther Finance Advisors
59
Farther Finance Advisors
California
$149K – – –
AIMU
60
Allianz Investment Management US
Minnesota
$90.3K – – –
GM
61
GeoWealth Management
Illinois
$83.9K -$3.67M -103,156 -98%
Comerica Bank
62
Comerica Bank
Texas
$77.3K – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$40K – – –
DRP
64
Decker Retirement Planning
Utah
$25.5K -$31.2K -877 -55%
Steward Partners Investment Advisory
65
Steward Partners Investment Advisory
New York
$24.9K -$604 -17 -2%
UBS Group
66
UBS Group
Switzerland
$9.9K -$153K -4,298 -94%
BOSSRA
67
B.O.S.S. Retirement Advisors
Utah
– -$6.98M -199,928 Closed
HBS
68
Howard Bailey Securities
Indiana
– -$4.23M -121,116 Closed
TAP
69
Tounjian Advisory Partners
Florida
– -$2.82M -85,030 Closed
GLR
70
Great Lakes Retirement
Ohio
– -$2.6M -74,445 Closed
SW
71
SMART Wealth
Nebraska
– -$1.97M -56,252 Closed
Kingsview Wealth Management
72
Kingsview Wealth Management
Oregon
– -$780K -22,320 Closed
PSFG
73
Park Square Financial Group
Georgia
– -$699K -20,017 Closed
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
– -$608K -17,411 Closed
KFG
75
Kingdom Financial Group
Arizona
– -$545K -15,598 Closed