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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$121K
NB
52
NBT Bank
New York
$92.2K
GRP
53
Global Retirement Partners
California
$52.6K +$52.4K +1,500 New
CFD
54
Creative Financial Designs
Indiana
$40.9K
Morgan Stanley
55
Morgan Stanley
New York
$35.1K -$12.2K -350 -26%
SPIA
56
Steward Partners Investment Advisory
New York
$23.8K
PA
57
Pineridge Advisors
Missouri
$14.5K -$27.9K -800 -66%
CAS
58
Coppell Advisory Solutions
Texas
$4.99K -$35 -1 -0.7%
UBS Group
59
UBS Group
Switzerland
$4K -$107K -3,055 -96%
NMG
60
New Millennium Group
Utah
$3.09K +$3.07K +88 New
AssetMark Inc
61
AssetMark Inc
California
$2.63K +$2.62K +75 New
Wells Fargo
62
Wells Fargo
California
$1.75K +$1.75K +50 New
MAWAG
63
Mid-American Wealth Advisory Group
Missouri
-$9.71M -281,077 Closed
LAS
64
Lloyd Advisory Services
Georgia
-$8.1M -234,534 Closed
OWA
65
Outlook Wealth Advisors
Texas
-$4.17M -120,687 Closed
HBS
66
Howard Bailey Securities
Indiana
-$2.13M -61,730 Closed
GLR
67
Great Lakes Retirement
Ohio
-$1.54M -44,526 Closed
OIA
68
OneDigital Investment Advisors
Kansas
-$1.43M -41,501 Closed
AWA
69
Authentikos Wealth Advisory
California
-$1.14M -32,904 Closed
OMC
70
Old Mission Capital
Illinois
-$741K -21,448 Closed
SW
71
SMART Wealth
Nebraska
-$676K -19,574 Closed
BOSSRA
72
B.O.S.S. Retirement Advisors
Utah
-$618K -17,892 Closed
BWM
73
BCGM Wealth Management
Indiana
-$381K -11,017 Closed
KFG
74
Kingdom Financial Group
Arizona
-$244K -7,076 Closed
FA
75
FSA Advisors
Michigan
-$226K -6,786 Closed