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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
51
Csenge Advisory Group
Florida
$267K +$263K +6,964 New
AIM
52
Advyzon Investment Management
Illinois
$262K +$258K +6,831 New
FWM
53
FSR Wealth Management
Illinois
$260K +$255K +6,759 New
DFA
54
DHJJ Financial Advisors
Illinois
$238K -$11.5K -305 -5%
BWM
55
BCGM Wealth Management
Indiana
$210K – – –
AIMU
56
Allianz Investment Management US
Minnesota
$192K – – –
Q1WB
57
Quest 10 Wealth Builders
Virginia
$143K +$141K +3,731 New
AF
58
Advisornet Financial
Minnesota
$133K – – –
NB
59
NBT Bank
New York
$101K – – –
CFD
60
Creative Financial Designs
Indiana
$44.8K – – –
GM
61
GeoWealth Management
Illinois
$42K -$465K -12,312 -92%
UBS Group
62
UBS Group
Switzerland
$31.2K -$354K -9,374 -92%
SPIA
63
Steward Partners Investment Advisory
New York
$24.9K -$1.21K -32 -5%
GWM
64
Geneos Wealth Management
Colorado
$23.7K +$23.3K +618 New
DRP
65
Decker Retirement Planning
Utah
$20.3K +$19.9K +528 New
PA
66
Pineridge Advisors
Missouri
$17.9K +$1.93K +51 +12%
TCOV
67
Trust Company of Vermont
Vermont
$6.3K +$6.2K +164 New
RWPA
68
Richard W. Paul & Associates
Michigan
$5.76K +$5.67K +150 New
Morgan Stanley
69
Morgan Stanley
New York
$2.8K -$35K -927 -93%
HAS
70
HBW Advisory Services
California
– -$304K -8,177 Closed
Barclays
71
Barclays
United Kingdom
– -$148K -3,984 Closed
GRP
72
Global Retirement Partners
California
– -$55.8K -1,500 Closed
PSFG
73
Park Square Financial Group
Georgia
– -$18.4K -494 Closed
MAWAG
74
Mid-American Wealth Advisory Group
Missouri
– -$2.6K -70 Closed