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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.14M +$1.11M +32,904 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$969K +$302K +8,941 +47%
NFG
28
Nations Financial Group
Iowa
$934K -$6.17K -183 -0.7%
FFN
29
Focus Financial Network
Minnesota
$901K +$96.5K +2,862 +12%
CRWM
30
Castle Rock Wealth Management
California
$880K +$863K +25,571 New
GM
31
GeoWealth Management
Illinois
$813K -$287K -8,513 -27%
OMC
32
Old Mission Capital
Illinois
$741K -$363K -10,766 -33%
HI
33
Harbour Investments
Wisconsin
$726K +$352K +10,449 +99%
SW
34
SMART Wealth
Nebraska
$676K +$660K +19,574 New
WG
35
Wealth Group
North Carolina
$669K
CPA
36
Clear Point Advisors
New York
$640K
BOSSRA
37
B.O.S.S. Retirement Advisors
Utah
$618K +$252K +7,480 +72%
AFS
38
Access Financial Services
Minnesota
$609K +$595K +17,643 New
SWM
39
Spire Wealth Management
Virginia
$608K +$594K +17,616 New
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$593K +$6.34K +188 +1%
IA
41
IFP Advisors
Florida
$555K
FFA
42
Farther Finance Advisors
California
$473K +$279K +8,258 +152%
HAS
43
HBW Advisory Services
California
$456K +$445K +13,195 New
RA
44
RFG Advisory
Alabama
$429K -$85.9K -2,547 -17%
AFPL
45
Advus Financial Partners, LLC
Florida
$410K +$50.1K +1,485 +14%
BWM
46
BCGM Wealth Management
Indiana
$381K +$372K +11,017 New
PA
47
PFG Advisors
Arizona
$379K +$66.1K +1,960 +22%
MC
48
Moors & Cabot
Massachusetts
$371K +$155K +4,600 +75%
HWM
49
HB Wealth Management
Georgia
$323K
PAS
50
Park Avenue Securities
New York
$299K