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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB Wealth Management
51
HB Wealth Management
Georgia
$366K – – –
SB
52
Strategic Blueprint
Georgia
$353K -$2.71M -70,135 -89%
Park Avenue Securities
53
Park Avenue Securities
New York
$339K – – –
Farther Finance Advisors
54
Farther Finance Advisors
California
$323K – – –
Merit Financial Group
55
Merit Financial Group
Georgia
$316K -$131K -3,400 -30%
MIAS
56
Mason Investment Advisory Services
Virginia
$301K – – –
Csenge Advisory Group
57
Csenge Advisory Group
Florida
$258K -$13.9K -359 -5%
HRT Financial
58
HRT Financial
New York
$246K +$244K +6,305 New
Simplicity Wealth
59
Simplicity Wealth
New Jersey
$239K +$236K +6,106 New
DFA
60
DHJJ Financial Advisors
Illinois
$237K -$5.53K -143 -2%
BWM
61
BCGM Wealth Management
Indiana
$214K – – –
Allianz
62
Allianz
Germany
$196K +$193K +5,000 New
Q1WB
63
Quest 10 Wealth Builders
Virginia
$150K +$4.02K +104 +3%
AF
64
Advisornet Financial
Minnesota
$135K – – –
NA
65
Networth Advisors
Pennsylvania
$130K +$128K +3,323 New
JP Morgan Chase
66
JP Morgan Chase
New York
$116K -$396K -10,234 -78%
NB
67
NBT Bank
New York
$103K – – –
CFD
68
Creative Financial Designs
Indiana
$45.7K – – –
GM
69
GeoWealth Management
Illinois
$42.8K – – –
Steward Partners Investment Advisory
70
Steward Partners Investment Advisory
New York
$25.4K – – –
Barclays
71
Barclays
United Kingdom
$24.7K +$24.4K +632 New
Geneos Wealth Management
72
Geneos Wealth Management
Colorado
$15.3K -$8.74K -226 -37%
TCOV
73
Trust Company of Vermont
Vermont
$6.42K – – –
Morgan Stanley
74
Morgan Stanley
New York
$2.86K – – –
UBS Group
75
UBS Group
Switzerland
$548 -$30.9K -799 -98%