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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$582K -$118K -3,393 -17%
CAC
27
Certified Advisory Corp
Florida
$479K – – –
CRWM
28
Castle Rock Wealth Management
California
$419K +$416K +11,978 New
WG
29
Wealth Group
North Carolina
$367K – – –
DI
30
Diligent Investors
California
$365K -$34.8K -1,000 -9%
HB Wealth Management
31
HB Wealth Management
Georgia
$348K – – –
SL
32
Sentinus LLC
Illinois
$338K +$98.7K +2,840 +47%
Advisory Alpha
33
Advisory Alpha
Michigan
$329K +$325K +9,362 New
Avantax Advisory Services
34
Avantax Advisory Services
Texas
$265K +$263K +7,557 New
PIA
35
Panoramic Investment Advisors
Colorado
$263K +$261K +7,500 New
CPA
36
Clear Point Advisors
New York
$256K – – –
Independent Financial Group
37
Independent Financial Group
California
$252K -$55.6K -1,600 -18%
Private Advisor Group
38
Private Advisor Group
New Jersey
$232K – – –
Belpointe Asset Management
39
Belpointe Asset Management
Nevada
$228K – – –
Spire Wealth Management
40
Spire Wealth Management
Virginia
$194K – – –
AIMU
41
Allianz Investment Management US
Minnesota
$175K – – –
IFP Advisors
42
IFP Advisors
Florida
$173K – – –
AF
43
Advisornet Financial
Minnesota
$108K – – –
CoreCap Advisors
44
CoreCap Advisors
Michigan
$34K -$68.2K -1,962 -67%
Steward Partners Investment Advisory
45
Steward Partners Investment Advisory
New York
$23K – – –
FNWA
46
Financial Network Wealth Advisors
Utah
$19.5K – – –
Farther Finance Advisors
47
Farther Finance Advisors
California
$702 – – –
Old Mission Capital
48
Old Mission Capital
Illinois
– -$941K -27,274 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$830K -24,059 Closed
UBS Group
50
UBS Group
Switzerland
– -$381K -11,055 Closed