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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Diversify Advisory Services
Utah
$590K -$139K -4,000 -19%
DFA
27
DHJJ Financial Advisors
Illinois
$582K -$118K -3,393 -17%
CAC
28
Certified Advisory Corp
Florida
$479K
CRWM
29
Castle Rock Wealth Management
California
$419K +$416K +11,978 New
WG
30
Wealth Group
North Carolina
$367K
DI
31
Diligent Investors
California
$365K -$34.8K -1,000 -9%
HWM
32
HB Wealth Management
Georgia
$348K
SL
33
Sentinus LLC
Illinois
$338K +$98.7K +2,840 +47%
AA
34
Advisory Alpha
Michigan
$329K +$325K +9,362 New
AAS
35
Avantax Advisory Services
Texas
$265K +$263K +7,557 New
PIA
36
Panoramic Investment Advisors
Colorado
$263K +$261K +7,500 New
CPA
37
Clear Point Advisors
New York
$256K
IFG
38
Independent Financial Group
California
$252K -$55.6K -1,600 -18%
PAG
39
Private Advisor Group
New Jersey
$232K
BAM
40
Belpointe Asset Management
Nevada
$228K
SWM
41
Spire Wealth Management
Virginia
$194K
AIMU
42
Allianz Investment Management US
Minnesota
$175K
IA
43
IFP Advisors
Florida
$173K
AF
44
Advisornet Financial
Minnesota
$108K
CA
45
CoreCap Advisors
Michigan
$34K -$68.2K -1,962 -67%
SPIA
46
Steward Partners Investment Advisory
New York
$23K
FNWA
47
Financial Network Wealth Advisors
Utah
$19.5K
FFA
48
Farther Finance Advisors
California
$702
OMC
49
Old Mission Capital
Illinois
-$941K -27,274 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$830K -24,059 Closed