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AllianzIM U.S. Equity Buffer20 Nov ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$389K
DWM
27
Diversify Wealth Management
Utah
$373K
DAS
28
Diversify Advisory Services
Utah
$373K +$366K +10,456 New
EWM
29
Elevation Wealth Management
Minnesota
$371K
MML Investors Services
30
MML Investors Services
Massachusetts
$365K +$22.2K +633 +7%
SWP
31
Sagespring Wealth Partners
Tennessee
$332K
HF
32
HRT Financial
New York
$267K +$263K +7,518 New
GFG
33
Grantvest Financial Group
New Jersey
$263K -$56.3K -1,609 -18%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$253K -7,226 -50%
AFPL
35
Advus Financial Partners, LLC
Florida
$236K -$3.5K -100 -1%
Creative Planning
36
Creative Planning
Kansas
$235K
TSS
37
Taylor Securities Services
Pennsylvania
$231K -$9.94K -284 -4%
FHC
38
First Heartland Consultants
Missouri
$214K -$4.97K -142 -2%
AFG
39
Allegheny Financial Group
Pennsylvania
$205K +$202K +5,760 New
CFD
40
Creative Financial Designs
Indiana
$184K -$490 -14 -0.3%
JP Morgan Chase
41
JP Morgan Chase
New York
$175K -$39.5K -1,128 -19%
PIS
42
POM Investment Strategies
North Carolina
$106K
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$71.3K -$1.36K -39 -2%
DJSG
44
D.J. St. Germain
Massachusetts
$57K
CIAS
45
Capital Investment Advisory Services
North Carolina
$29.2K
LAS
46
Lloyd Advisory Services
Georgia
$17.3K +$17K +486 New
DFA
47
DHJJ Financial Advisors
Illinois
$11.8K
UBS Group
48
UBS Group
Switzerland
$9.51K +$3.04K +87 +48%
Barclays
49
Barclays
United Kingdom
$4.59K +$4.51K +129 New
AWM
50
AE Wealth Management
Kansas
$1.67K +$1.65K +47 New