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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
51
Castle Rock Wealth Management
California
$448K
UBS Group
52
UBS Group
Switzerland
$432K +$320K +9,002 +337%
DFA
53
DHJJ Financial Advisors
Illinois
$429K -$14.4K -405 -3%
IFG
54
Independent Financial Group
California
$397K +$71.1K +2,000 +23%
HWM
55
HB Wealth Management
Georgia
$367K
MFG
56
Merit Financial Group
Georgia
$344K +$330K +9,294 New
PSFG
57
Park Square Financial Group
Georgia
$315K +$201K +5,648 +196%
WP
58
WealthPLAN Partners
Nebraska
$307K -$405K -11,389 -58%
Q1WB
59
Quest 10 Wealth Builders
Virginia
$305K +$78.2K +2,201 +36%
JSA
60
Jim Saulnier & Associates
Colorado
$301K
GFG
61
Grantvest Financial Group
New Jersey
$299K -$14.2K -399 -5%
DI
62
Diligent Investors
California
$293K -$35.5K -1,000 -11%
PIA
63
Panoramic Investment Advisors
Colorado
$278K
CPA
64
Clear Point Advisors
New York
$270K
FIA
65
Foundations Investment Advisors
Arizona
$270K -$57.2K -1,610 -18%
IA
66
IFP Advisors
Florida
$250K +$58.8K +1,653 +32%
PAG
67
Private Advisor Group
New Jersey
$244K
BAM
68
Belpointe Asset Management
Nevada
$240K
MSFS
69
Main Street Financial Solutions
Pennsylvania
$236K
BCM
70
Brookstone Capital Management
Illinois
$224K +$216K +6,065 New
RAG
71
RIA Advisory Group
Iowa
$204K +$196K +5,500 New
AIMU
72
Allianz Investment Management US
Minnesota
$185K
GRP
73
Global Retirement Partners
California
$120K +$116K +3,251 New
T
74
Transce3nd
Texas
$114K -$1.78K -50 -2%
AF
75
Advisornet Financial
Minnesota
$114K