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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.67M +$1.66M +46,914 New
LPL Financial
27
LPL Financial
California
$1.66M +$98.6K +2,781 +6%
HI
28
Harbour Investments
Wisconsin
$1.56M +$467K +13,180 +43%
MFN
29
Midwest Financial Network
Illinois
$1.47M +$1.46M +41,276 New
GM
30
GeoWealth Management
Illinois
$1.28M +$1.28M +36,080 New
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$1.15M -$108K -3,044 -9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.15M +$91.8K +2,591 +9%
AAS
33
Avantax Advisory Services
Texas
$1.11M +$835K +23,555 +312%
SW
34
SMART Wealth
Nebraska
$1.08M +$1.08M +30,407 New
SRA
35
Secured Retirement Advisors
Minnesota
$1.03M +$1.03M +29,095 New
NFG
36
Nations Financial Group
Iowa
$876K -$53.4K -1,507 -6%
LIWM
37
Long Island Wealth Management
New York
$842K -$424K -11,970 -34%
LI
38
LifeWealth Investments
Florida
$839K +$837K +23,607 New
SWM
39
Spire Wealth Management
Virginia
$793K +$595K +16,779 +303%
WP
40
WealthPLAN Partners
Nebraska
$706K +$704K +19,857 New
RCWM
41
Red Crane Wealth Management
California
$687K +$684K +19,310 New
Jane Street
42
Jane Street
New York
$680K +$678K +19,120 New
LRWM
43
Lord & Richards Wealth Management
Colorado
$670K +$668K +18,847 New
FA
44
FSA Advisors
Michigan
$587K +$585K +16,500 New
CAC
45
Certified Advisory Corp
Florida
$586K +$100K +2,835 +21%
WIM
46
WealthPlan Investment Management
Nebraska
$563K +$561K +15,833 New
DAS
47
Diversify Advisory Services
Utah
$542K -$49.6K -1,400 -8%
CAG
48
Csenge Advisory Group
Florida
$521K -$210K -5,912 -29%
DFA
49
DHJJ Financial Advisors
Illinois
$459K -$131K -3,695 -22%
FIA
50
Foundations Investment Advisors
Arizona
$435K +$433K +12,221 New