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AllianzIM U.S. Equity Buffer10 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$287K
KAS
27
Kestra Advisory Services
Texas
$281K +$281K +7,131 New
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$275K -$473 -12 -0.2%
AWM
29
AE Wealth Management
Kansas
$254K -$120K -3,044 -32%
Raymond James Financial
30
Raymond James Financial
Florida
$251K +$251K +6,366 New
TC
31
TownSquare Capital
Utah
$218K
ML
32
McAdam LLC
Pennsylvania
$210K
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$201K +$200K +5,087 New
HI
34
Harbour Investments
Wisconsin
$89.5K -$163K -4,137 -65%
OLVIG
35
Oliver Lagore Vanvalin Investment Group
Michigan
$69.8K
CFD
36
Creative Financial Designs
Indiana
$59.2K
AIMU
37
Allianz Investment Management US
Minnesota
$51.7K
AF
38
Advisornet Financial
Minnesota
$39.5K
CAS
39
Coppell Advisory Solutions
Texas
$5.31K -$39 -1 -0.7%
AF
40
Allworth Financial
California
$5.21K
JP Morgan Chase
41
JP Morgan Chase
New York
$5.09K +$5.08K +129 New
UBS Group
42
UBS Group
Switzerland
$4.97K +$1.57K +40 +47%
PA
43
Pineridge Advisors
Missouri
$2.25K
AssetMark Inc
44
AssetMark Inc
California
$1.97K +$1.97K +50 New
FNWA
45
Financial Network Wealth Advisors
Utah
-$214K -5,531 Closed
FFA
46
Farther Finance Advisors
California
-$155K -4,000 Closed