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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$1.71M +$454K +12,706 +35%
MFS
27
Mattson Financial Services
Michigan
$1.67M +$1.7M +47,480 New
LI
28
LifeWealth Investments
Florida
$1.5M +$685K +19,195 +81%
SB
29
Strategic Blueprint
Georgia
$1.5M -$181K -5,060 -11%
LPL Financial
30
LPL Financial
California
$1.44M -$200K -5,595 -12%
MFN
31
Midwest Financial Network
Illinois
$1.43M -$24.6K -689 -2%
PW
32
Paladin Wealth
Minnesota
$1.42M -$690K -19,330 -32%
Avantax Advisory Services
33
Avantax Advisory Services
Texas
$1.14M +$44.5K +1,245 +4%
SRA
34
Secured Retirement Advisors
Minnesota
$1.12M +$101K +2,819 +10%
Harbour Investments
35
Harbour Investments
Wisconsin
$1.03M -$521K -14,585 -33%
SW
36
SMART Wealth
Nebraska
$1M -$67.2K -1,882 -6%
LIWM
37
Long Island Wealth Management
New York
$832K – – –
FA
38
FSA Advisors
Michigan
$730K +$153K +4,273 +26%
WP
39
WealthPLAN Partners
Nebraska
$691K -$6.32K -177 -0.9%
Spire Wealth Management
40
Spire Wealth Management
Virginia
$645K -$141K -3,958 -18%
RCWM
41
Red Crane Wealth Management
California
$626K -$53K -1,485 -8%
NFG
42
Nations Financial Group
Iowa
$625K -$244K -6,845 -28%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$612K -$535K -14,983 -46%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$611K -$1.35M -37,739 -68%
CAC
45
Certified Advisory Corp
Florida
$541K -$38.1K -1,066 -6%
LRWM
46
Lord & Richards Wealth Management
Colorado
$539K -$125K -3,494 -19%
Csenge Advisory Group
47
Csenge Advisory Group
Florida
$538K +$38.2K +1,069 +7%
Diversify Advisory Services
48
Diversify Advisory Services
Utah
$536K – – –
WIM
49
WealthPlan Investment Management
Nebraska
$430K -$128K -3,595 -23%
DFA
50
DHJJ Financial Advisors
Illinois
$421K -$32.5K -910 -7%