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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$309K -$11.8K -292 -4%
GFG
52
Greenbush Financial Group
New York
$279K +$275K +6,825 New
BWM
53
BCGM Wealth Management
Indiana
$223K
IAAG
54
Innovative Asset Advisors Group
Connecticut
$212K +$209K +5,195 New
SFGM
55
Stonebridge Financial Group (Missouri)
Missouri
$200K +$197K +4,900 New
DFA
56
DHJJ Financial Advisors
Illinois
$169K -$13.3K -330 -7%
LAS
57
Lloyd Advisory Services
Georgia
$163K -$499K -12,380 -76%
AF
58
Advisornet Financial
Minnesota
$141K
Barclays
59
Barclays
United Kingdom
$133K +$3.3K +82 +3%
NB
60
NBT Bank
New York
$107K
CFD
61
Creative Financial Designs
Indiana
$47.6K
CFM
62
Compass Financial Management
Florida
$35.6K +$34.9K +865 New
DJSG
63
D.J. St. Germain
Massachusetts
$35.2K
TAP
64
Tounjian Advisory Partners
Florida
$20.3K +$20K +497 New
GWM
65
Geneos Wealth Management
Colorado
$16K
TCOV
66
Trust Company of Vermont
Vermont
$6.69K +$6.61K +164 New
Morgan Stanley
67
Morgan Stanley
New York
$2.98K
NA
68
Networth Advisors
Pennsylvania
$1.43K -$121K -3,014 -99%
Wells Fargo
69
Wells Fargo
California
$20 +$40 +1 New
BOSSRA
70
B.O.S.S. Retirement Advisors
Utah
-$3.15M -81,235 Closed
HBS
71
Howard Bailey Securities
Indiana
-$3.01M -77,440 Closed
GLR
72
Great Lakes Retirement
Ohio
-$2.01M -51,710 Closed
IWMO
73
Integrated Wealth Management (Ohio)
Ohio
-$1.25M -32,181 Closed
LI
74
LifeWealth Investments
Florida
-$1.22M -31,350 Closed
OMC
75
Old Mission Capital
Illinois
-$1.16M -29,976 Closed