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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$170M +$153M +5,173,073 +1,336%
CAG
2
Compass Advisory Group
New York
$26M +$22.7M +770,645 +886%
LAS
3
Lloyd Advisory Services
Georgia
$13.5M +$13.1M +444,692 New
AWM
4
Axxcess Wealth Management
California
$10.5M +$3M +101,628 +42%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.71M +$2.08M +70,642 +33%
RJA
6
Raymond James & Associates
Florida
$6.29M +$6.13M +207,737 New
OWA
7
Outlook Wealth Advisors
Texas
$6.16M +$6M +203,457 New
Osaic Holdings
8
Osaic Holdings
Arizona
$5.76M -$1.74M -59,091 -24%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$5.34M +$4.53M +153,432 +676%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.14M +$1.32M +44,650 +36%
CAN
11
Cetera Advisor Networks
California
$4.63M +$109K +3,687 +2%
SB
12
Strategic Blueprint
Georgia
$3.93M +$298K +10,084 +8%
BWM
13
BCGM Wealth Management
Indiana
$3.92M +$29.1K +987 +0.8%
CF
14
Centaurus Financial
California
$3.44M -$29.2K -990 -0.9%
GLR
15
Great Lakes Retirement
Ohio
$3.4M +$2.86M +96,784 +632%
IA
16
IFP Advisors
Florida
$2.57M -$5.58K -189 -0.2%
AWS
17
Atria Wealth Solutions
New York
$2.5M -$264K -8,942 -10%
KAS
18
Kestra Advisory Services
Texas
$2.34M +$38.4K +1,300 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.25M +$19.9K +673 +0.9%
LIWM
20
Long Island Wealth Management
New York
$2.19M +$2.13M +72,225 New
AWA
21
Authentikos Wealth Advisory
California
$1.79M +$1.52M +51,590 +678%
NFG
22
Nations Financial Group
Iowa
$1.44M -$69.9K -2,370 -5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.42M -$73K -2,474 -5%
CPA
24
Clear Point Advisors
New York
$1.33M +$1.23M +41,621 New
AAM
25
American Asset Management
Florida
$1.06M +$1.04M +35,100 New