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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stirlingshire Investments
New York
$386K +$381K +9,867 New
HWM
52
HB Wealth Management
Georgia
$366K
SB
53
Strategic Blueprint
Georgia
$353K -$2.71M -70,135 -89%
PAS
54
Park Avenue Securities
New York
$339K
FFA
55
Farther Finance Advisors
California
$323K
MFG
56
Merit Financial Group
Georgia
$316K -$131K -3,400 -30%
MIAS
57
Mason Investment Advisory Services
Virginia
$301K
CAG
58
Csenge Advisory Group
Florida
$258K -$13.9K -359 -5%
HF
59
HRT Financial
New York
$246K +$244K +6,305 New
SW
60
Simplicity Wealth
New Jersey
$239K +$236K +6,106 New
DFA
61
DHJJ Financial Advisors
Illinois
$237K -$5.53K -143 -2%
BWM
62
BCGM Wealth Management
Indiana
$214K
A
63
Allianz
Germany
$196K +$193K +5,000 New
Q1WB
64
Quest 10 Wealth Builders
Virginia
$150K +$4.02K +104 +3%
AF
65
Advisornet Financial
Minnesota
$135K
NA
66
Networth Advisors
Pennsylvania
$130K +$128K +3,323 New
JP Morgan Chase
67
JP Morgan Chase
New York
$116K -$396K -10,234 -78%
NB
68
NBT Bank
New York
$103K
CFD
69
Creative Financial Designs
Indiana
$45.7K
GM
70
GeoWealth Management
Illinois
$42.8K
SPIA
71
Steward Partners Investment Advisory
New York
$25.4K
Barclays
72
Barclays
United Kingdom
$24.7K +$24.4K +632 New
GWM
73
Geneos Wealth Management
Colorado
$15.3K -$8.74K -226 -37%
TCOV
74
Trust Company of Vermont
Vermont
$6.42K
Morgan Stanley
75
Morgan Stanley
New York
$2.86K