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AllianzIM U.S. Equity Buffer10 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMI
26
Aegis Wealth Management (Iowa)
Iowa
$286K +$280K +5,978 New
IA
27
Integrity Alliance
Iowa
$282K
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$276K -$1.4K -30 -0.5%
ASG
29
Advisory Solutions Group
Minnesota
$272K +$266K +5,684 New
EWM
30
Elevation Wealth Management
Minnesota
$254K
CWRP
31
Cassady Wealth & Retirement Planning
Nevada
$226K -$8.61K -184 -4%
GFG
32
Greenbush Financial Group
New York
$212K +$208K +4,440 New
NFG
33
Nations Financial Group
Iowa
$209K -$44.1K -943 -18%
JP Morgan Chase
34
JP Morgan Chase
New York
$101K -$12.9K -276 -12%
CFD
35
Creative Financial Designs
Indiana
$78.3K
A
36
Allianz
Germany
$62.6K
KFG
37
Kingdom Financial Group
Arizona
$58.3K
AF
38
Advisornet Financial
Minnesota
$47.8K
UBS Group
39
UBS Group
Switzerland
$41.2K +$39.4K +841 +3,823%
AWM
40
AE Wealth Management
Kansas
$36.3K -$328 -7 -0.9%
FFA
41
Farther Finance Advisors
California
$30.4K +$29.8K +636 New
Morgan Stanley
42
Morgan Stanley
New York
$23.8K
CFM
43
Compass Financial Management
Florida
$11.1K +$10.6K +227 New
GI
44
Gradient Investments
Minnesota
-$25.9M -589,481 Closed
MWM
45
Modern Wealth Management
Kansas
-$471K -10,645 Closed
BFA
46
Brown Financial Advisors
Ohio
-$304K -6,906 Closed
AWA
47
A4 Wealth Advisors
North Carolina
-$250K -5,688 Closed
PW
48
Paladin Wealth
Minnesota
-$200K -4,558 Closed
LAS
49
Lloyd Advisory Services
Georgia
-$53.6K -1,220 Closed
Barclays
50
Barclays
United Kingdom
-$6.24K -142 Closed