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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
26
Clear Point Advisors
New York
$649K – – –
GFG
27
Grantvest Financial Group
New Jersey
$648K +$646K +18,476 New
SWM
28
Spire Wealth Management
Virginia
$618K +$105 +3 +0%
WG
29
Wealth Group
North Carolina
$613K -$66.1K -1,891 -10%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$603K +$873 +25 +0.1%
IA
31
IFP Advisors
Florida
$564K – – –
Jane Street
32
Jane Street
New York
$547K +$545K +15,605 New
AFS
33
Access Financial Services
Minnesota
$484K -$134K -3,830 -22%
RA
34
RFG Advisory
Alabama
$436K – – –
RCM
35
Riggs Capital Management
Utah
$394K +$393K +11,249 New
PA
36
PFG Advisors
Arizona
$385K – – –
HWM
37
HB Wealth Management
Georgia
$328K – – –
GM
38
GeoWealth Management
Illinois
$319K -$505K -14,452 -61%
HAS
39
HBW Advisory Services
California
$305K -$157K -4,484 -34%
PAS
40
Park Avenue Securities
New York
$303K – – –
AWM
41
Accurate Wealth Management
Florida
$293K – – –
FFA
42
Farther Finance Advisors
California
$290K -$190K -5,440 -40%
DFA
43
DHJJ Financial Advisors
Illinois
$268K -$8.38K -240 -3%
AWM
44
AE Wealth Management
Kansas
$264K -$46.4M -1,327,771 -99%
FHC
45
First Heartland Consultants
Missouri
$224K -$4.96K -142 -2%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$212K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$205K -$3.91K -112 -2%
MC
48
Moors & Cabot
Massachusetts
$202K -$175K -5,000 -47%
AIMU
49
Allianz Investment Management US
Minnesota
$175K – – –
AF
50
Advisornet Financial
Minnesota
$121K – – –