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AllianzIM U.S. Equity Buffer20 Jun ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Westshore Wealth
51
Westshore Wealth
California
$607K +$604K +17,656 New
Castle Rock Wealth Management
52
Castle Rock Wealth Management
California
$604K +$197K +5,775 +49%
Jim Saulnier & Associates
53
Jim Saulnier & Associates
Colorado
$571K -$94.7K -2,771 -14%
Barnes Dennig Private Wealth Management
54
Barnes Dennig Private Wealth Management
Ohio
$544K – – –
First Heartland Consultants
55
First Heartland Consultants
Missouri
$538K +$535K +15,657 New
PFG Advisors
56
PFG Advisors
Arizona
$530K +$209K +6,105 +66%
Montgomery Financial Services
57
Montgomery Financial Services
Maryland
$507K +$504K +14,736 New
Independent Financial Group
58
Independent Financial Group
California
$386K +$149K +4,368 +64%
AFP
59
Advus Financial Partners
Florida
$370K +$368K +10,756 New
Diversify Advisory Services
60
Diversify Advisory Services
Utah
$332K +$332K +9,700 New
Diversify Wealth Management
61
Diversify Wealth Management
Utah
$332K +$332K +9,700 New
Carmel Capital Partners
62
Carmel Capital Partners
California
$268K +$267K +7,800 New
FWG Investments
63
FWG Investments
Kentucky
$261K +$260K +7,598 New
Quest 10 Wealth Builders
64
Quest 10 Wealth Builders
Virginia
$257K +$255K +7,468 New
TAGStone Capital
65
TAGStone Capital
North Carolina
$248K – – –
IFG Advisory
66
IFG Advisory
Georgia
$248K +$246K +7,203 New
Goldman Sachs
67
Goldman Sachs
New York
$244K +$242K +7,088 New
WealthGarden F.S.
68
WealthGarden F.S.
California
$241K -$581 -17 -0.2%
Evergreen Wealth Solutions
69
Evergreen Wealth Solutions
Pennsylvania
$229K +$224K +6,545 New
Avidian Wealth Enterprises
70
Avidian Wealth Enterprises
Texas
$227K +$225K +6,596 New
NBC Securities
71
NBC Securities
Alabama
$175K – – –
IFP Advisors
72
IFP Advisors
Florida
$122K +$121K +3,536 New
Decker Retirement Planning
73
Decker Retirement Planning
Utah
$73K +$72.5K +2,122 New
Mosley Wealth Management
74
Mosley Wealth Management
California
$71.4K +$71K +2,077 New
UBS Group
75
UBS Group
Switzerland
$61.4K +$58.4K +1,707 +2,188%