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AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$1.41M +$1.38M +35,101 New
WFS
27
WealthGarden F.S.
California
$1.39M – – –
AWMI
28
Aegis Wealth Management (Iowa)
Iowa
$1.35M +$67.6K +1,724 +5%
IWMO
29
Integrated Wealth Management (Ohio)
Ohio
$1.25M -$56.2K -1,433 -4%
IA
30
IFP Advisors
Florida
$1.22M +$111K +2,837 +10%
LI
31
LifeWealth Investments
Florida
$1.22M -$327K -8,339 -21%
OMC
32
Old Mission Capital
Illinois
$1.16M +$301K +7,689 +34%
CA
33
Centennial Advisors
Texas
$1.13M -$58.1K -1,483 -5%
FTEA
34
Forty-three Eighteen Advisors
Arkansas
$1.08M -$85.4K -2,179 -7%
FFN
35
Focus Financial Network
Minnesota
$1.06M -$1.14K -29 -0.1%
CWS
36
Cypress Wealth Services
California
$1.04M – – –
HI
37
Harbour Investments
Wisconsin
$1.02M -$492K -12,553 -32%
MFN
38
Midwest Financial Network
Illinois
$971K -$200K -5,109 -17%
CRWM
39
Castle Rock Wealth Management
California
$960K – – –
IFG
40
Independent Financial Group
California
$906K +$116K +2,958 +15%
SW
41
SMART Wealth
Nebraska
$765K +$274 +7 +0%
SWM
42
Spire Wealth Management
Virginia
$724K -$423K -10,780 -37%
JPLA
43
Joseph P. Lucia & Associates
New York
$687K -$15.7K -400 -2%
NFG
44
Nations Financial Group
Iowa
$643K -$19.7K -503 -3%
LAS
45
Lloyd Advisory Services
Georgia
$635K -$10.9M -278,722 -94%
KFG
46
Kingdom Financial Group
Arizona
$635K -$56.1K -1,430 -8%
GFG
47
Grantvest Financial Group
New Jersey
$603K -$14.7K -376 -2%
CPA
48
Clear Point Advisors
New York
$598K -$40.2K -1,025 -6%
PA
49
PFG Advisors
Arizona
$563K – – –
AFPL
50
Advus Financial Partners, LLC
Florida
$451K -$96.1K -2,451 -17%
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