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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$629K -$255K -7,230 -28%
WG
27
Wealth Group
North Carolina
$603K – – –
CPA
28
Clear Point Advisors
New York
$593K -$46.7K -1,327 -7%
SWM
29
Spire Wealth Management
Virginia
$428K -$183K -5,197 -29%
RA
30
RFG Advisory
Alabama
$423K -$5.81K -165 -1%
OMC
31
Old Mission Capital
Illinois
$415K +$424K +12,042 New
GM
32
GeoWealth Management
Illinois
$413K +$102K +2,891 +32%
PA
33
PFG Advisors
Arizona
$379K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$344K +$352K +9,991 New
UBS Group
35
UBS Group
Switzerland
$323K +$326K +9,264 +8,126%
HWM
36
HB Wealth Management
Georgia
$322K – – –
PAS
37
Park Avenue Securities
New York
$298K – – –
FFA
38
Farther Finance Advisors
California
$285K – – –
HAS
39
HBW Advisory Services
California
$282K -$18.8K -534 -6%
AWM
40
Accurate Wealth Management
Florida
$275K -$7.54K -214 -3%
DFA
41
DHJJ Financial Advisors
Illinois
$244K -$19.1K -542 -7%
FHC
42
First Heartland Consultants
Missouri
$219K -$1.16K -33 -0.5%
AWM
43
AE Wealth Management
Kansas
$216K -$44.1K -1,252 -17%
AIMU
44
Allianz Investment Management US
Minnesota
$169K – – –
AF
45
Advisornet Financial
Minnesota
$119K – – –
NB
46
NBT Bank
New York
$90.6K – – –
CFD
47
Creative Financial Designs
Indiana
$40.2K – – –
Morgan Stanley
48
Morgan Stanley
New York
$34.5K – – –
NS
49
NBC Securities
Alabama
$24K +$24.7K +700 New
SPIA
50
Steward Partners Investment Advisory
New York
$23.4K – – –