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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.84M +$718K +20,123 +63%
GM
27
GeoWealth Management
Illinois
$1.71M +$454K +12,706 +35%
MFS
28
Mattson Financial Services
Michigan
$1.67M +$1.7M +47,480 New
LI
29
LifeWealth Investments
Florida
$1.5M +$685K +19,195 +81%
SB
30
Strategic Blueprint
Georgia
$1.5M -$181K -5,060 -11%
LPL Financial
31
LPL Financial
California
$1.44M -$200K -5,595 -12%
MFN
32
Midwest Financial Network
Illinois
$1.43M -$24.6K -689 -2%
PW
33
Paladin Wealth
Minnesota
$1.42M -$690K -19,330 -32%
AAS
34
Avantax Advisory Services
Texas
$1.14M +$44.5K +1,245 +4%
SRA
35
Secured Retirement Advisors
Minnesota
$1.12M +$101K +2,819 +10%
HI
36
Harbour Investments
Wisconsin
$1.03M -$521K -14,585 -33%
SW
37
SMART Wealth
Nebraska
$1M -$67.2K -1,882 -6%
LIWM
38
Long Island Wealth Management
New York
$832K
FA
39
FSA Advisors
Michigan
$730K +$153K +4,273 +26%
WP
40
WealthPLAN Partners
Nebraska
$691K -$6.32K -177 -0.9%
SWM
41
Spire Wealth Management
Virginia
$645K -$141K -3,958 -18%
RCWM
42
Red Crane Wealth Management
California
$626K -$53K -1,485 -8%
NFG
43
Nations Financial Group
Iowa
$625K -$244K -6,845 -28%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$612K -$535K -14,983 -46%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$611K -$1.35M -37,739 -68%
CAC
46
Certified Advisory Corp
Florida
$541K -$38.1K -1,066 -6%
LRWM
47
Lord & Richards Wealth Management
Colorado
$539K -$125K -3,494 -19%
CAG
48
Csenge Advisory Group
Florida
$538K +$38.2K +1,069 +7%
DAS
49
Diversify Advisory Services
Utah
$536K
WIM
50
WealthPlan Investment Management
Nebraska
$430K -$128K -3,595 -23%