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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$764K +$470K +15,627 +176%
LNC
27
Lincoln National Corp
Pennsylvania
$699K
FFN
28
Focus Financial Network
Minnesota
$636K +$613K +20,371 New
Jane Street
29
Jane Street
New York
$579K +$558K +18,542 New
CPA
30
Clear Point Advisors
New York
$578K +$557K +18,521 New
MML Investors Services
31
MML Investors Services
Massachusetts
$576K +$556K +18,471 New
WP
32
WealthPLAN Partners
Nebraska
$572K +$68.5K +2,276 +14%
CAG
33
Csenge Advisory Group
Florida
$435K -$31.8K -1,058 -7%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$353K +$341K +11,330 New
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$352K +$339K +11,269 New
HI
36
Harbour Investments
Wisconsin
$340K
HWM
37
HB Wealth Management
Georgia
$292K
DFA
38
DHJJ Financial Advisors
Illinois
$280K -$15K -498 -5%
AWM
39
Accurate Wealth Management
Florida
$240K
OMC
40
Old Mission Capital
Illinois
$229K +$221K +7,336 New
AAS
41
Avantax Advisory Services
Texas
$229K -$67.6K -2,246 -23%
KWA
42
Kingswood Wealth Advisors
California
$221K +$213K +7,075 New
TSS
43
Two Sigma Securities
New York
$219K +$211K +7,005 New
FHC
44
First Heartland Consultants
Missouri
$207K -$9.48K -315 -5%
LOIP
45
Live Oak Investment Partners
Texas
$205K
FFA
46
Farther Finance Advisors
California
$172K
AIMU
47
Allianz Investment Management US
Minnesota
$156K
AF
48
Advisornet Financial
Minnesota
$139K
Morgan Stanley
49
Morgan Stanley
New York
$59.3K -$4.82K -160 -8%
PA
50
Pineridge Advisors
Missouri
$51.9K +$50.1K +1,665 New