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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
$408K +$25.2K +642 +7%
EWM
52
Elevation Wealth Management
Minnesota
$375K -$19.6K -500 -5%
Merit Financial Group
53
Merit Financial Group
Georgia
$366K +$53.1K +1,354 +17%
HB Wealth Management
54
HB Wealth Management
Georgia
$363K – – –
Farther Finance Advisors
55
Farther Finance Advisors
California
$322K – – –
SB
56
Strategic Blueprint
Georgia
$306K -$45.1K -1,150 -13%
MIAS
57
Mason Investment Advisory Services
Virginia
$298K – – –
BWM
58
BCGM Wealth Management
Indiana
$212K – – –
DFA
59
DHJJ Financial Advisors
Illinois
$173K -$62.3K -1,590 -26%
Q1WB
60
Quest 10 Wealth Builders
Virginia
$144K -$4.86K -124 -3%
AF
61
Advisornet Financial
Minnesota
$134K – – –
Barclays
62
Barclays
United Kingdom
$123K +$99.9K +2,549 +403%
NA
63
Networth Advisors
Pennsylvania
$118K -$10.7K -274 -8%
NB
64
NBT Bank
New York
$102K – – –
CFD
65
Creative Financial Designs
Indiana
$45.3K – – –
GM
66
GeoWealth Management
Illinois
$42.4K – – –
DJSG
67
D.J. St. Germain
Massachusetts
$33.5K +$33.8K +862 New
Geneos Wealth Management
68
Geneos Wealth Management
Colorado
$15.2K – – –
Hantz Financial Services
69
Hantz Financial Services
Michigan
$6K +$6.04K +154 New
Morgan Stanley
70
Morgan Stanley
New York
$2.83K – – –
Diversify Advisory Services
71
Diversify Advisory Services
Utah
– -$1.4M -35,600 Closed
GTS Securities
72
GTS Securities
Florida
– -$641K -16,393 Closed
Park Avenue Securities
73
Park Avenue Securities
New York
– -$339K -8,654 Closed
Csenge Advisory Group
74
Csenge Advisory Group
Florida
– -$258K -6,605 Closed
HRT Financial
75
HRT Financial
New York
– -$246K -6,305 Closed