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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
26
Certified Advisory Corp
Florida
$449K +$436K +13,724 New
SWM
27
Spire Wealth Management
Virginia
$436K +$419K +13,210 New
DI
28
Diligent Investors
California
$373K +$362K +11,410 New
Citadel Advisors
29
Citadel Advisors
Florida
$332K +$322K +10,144 New
HWM
30
HB Wealth Management
Georgia
$324K
FHC
31
First Heartland Consultants
Missouri
$292K +$37.6K +1,184 +15%
IFG
32
Independent Financial Group
California
$287K +$279K +8,775 New
PIA
33
Panoramic Investment Advisors
Colorado
$245K
CPA
34
Clear Point Advisors
New York
$239K +$232K +7,306 New
PAG
35
Private Advisor Group
New Jersey
$216K
CW
36
CreativeOne Wealth
Kansas
$210K +$204K +6,414 New
HI
37
Harbour Investments
Wisconsin
$189K +$83.7K +2,637 +84%
AIMU
38
Allianz Investment Management US
Minnesota
$164K
IA
39
IFP Advisors
Florida
$162K +$92.6K +2,915 +144%
AF
40
Advisornet Financial
Minnesota
$133K -$349 -11 -0.3%
UBS Group
41
UBS Group
Switzerland
$82.4K +$79.9K +2,517 New
FFA
42
Farther Finance Advisors
California
$654
Fidelity Investments
43
Fidelity Investments
Massachusetts
$33 +$32 +1 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
-$16.1K -517 Closed
AWA
45
Authentikos Wealth Advisory
California
-$62 -2 Closed