We are live on ! Find out more
SEPW icon

AllianzIM U.S. Equity Buffer20 Sep ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$581K -$40.1K -1,220 -7%
MML Investors Services
27
MML Investors Services
Massachusetts
$436K
HF
28
HRT Financial
New York
$419K +$413K +12,552 New
ASG
29
Advisory Solutions Group
Minnesota
$399K +$393K +11,958 New
AFPL
30
Advus Financial Partners, LLC
Florida
$398K -$1.65K -50 -0.4%
FHC
31
First Heartland Consultants
Missouri
$365K
CW
32
CreativeOne Wealth
Kansas
$359K
CIA
33
Concurrent Investment Advisors
Florida
$326K
CRWM
34
Castle Rock Wealth Management
California
$290K
Goldman Sachs
35
Goldman Sachs
New York
$287K +$283K +8,598 New
MFG
36
Merit Financial Group
Georgia
$283K -$29.9K -910 -10%
IFG
37
Independent Financial Group
California
$265K
PA
38
PFG Advisors
Arizona
$254K -$1.65K -50 -0.7%
TC
39
TAGStone Capital
North Carolina
$245K
Citadel Advisors
40
Citadel Advisors
Florida
$243K -$27.6K -838 -10%
GFG
41
Grantvest Financial Group
New Jersey
$231K -$52K -1,581 -19%
EWS
42
Evergreen Wealth Solutions
Pennsylvania
$200K +$195K +5,920 New
LAS
43
Lloyd Advisory Services
Georgia
$144K -$655K -19,921 -82%
MWM
44
Mosley Wealth Management
California
$127K +$109K +3,299 +656%
NS
45
NBC Securities
Alabama
$69.5K
AAP
46
Arax Advisory Partners
Colorado
$29.8K
IA
47
IFP Advisors
Florida
$29.6K -$1.65K -50 -5%
TAP
48
Tounjian Advisory Partners
Florida
$23.5K +$23.1K +703 New
DJSG
49
D.J. St. Germain
Massachusetts
$19.8K
PIS
50
POM Investment Strategies
North Carolina
$19.1K -$6.85M -208,169 -100%