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SPBW

AllianzIM Buffer20 Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$12.1M +$1.89M +68,612 +18%
A
2
Allianz
Germany
$7.54M -$1.65M -60,000 -18%
KAS
3
Kestra Advisory Services
Texas
$4.89M +$624K +22,707 +14%
IFG
4
Independent Financial Group
California
$4.47M +$804K +29,258 +22%
EWM
5
Evolution Wealth Management
Florida
$3.41M +$3.44M +125,237 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.4M +$1.86M +67,519 +118%
NA
7
NewEdge Advisors
Louisiana
$3.13M +$126K +4,582 +4%
HNB
8
Huntington National Bank
Ohio
$2.2M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.28M +$270K +9,822 +26%
OMC
10
Old Mission Capital
Illinois
$973K +$982K +35,735 New
Osaic Holdings
11
Osaic Holdings
Arizona
$813K +$821K +29,878 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$809K +$225K +8,172 +38%
CF
13
Centaurus Financial
California
$638K +$126K +4,589 +24%
AFG
14
Atomi Financial Group
New York
$570K -$29.4K -1,071 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$566K +$156K +5,679 +38%
CRWM
16
Castle Rock Wealth Management
California
$549K
CW
17
CreativeOne Wealth
Kansas
$461K
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$410K +$207K +7,536 +100%
BFS
19
BridgePort Financial Solutions
Iowa
$322K +$96K +3,493 +42%
DWM
20
Diversify Wealth Management
Utah
$258K +$252K +9,150 New
Raymond James Financial
21
Raymond James Financial
Florida
$249K +$251K +9,148 New
MML Investors Services
22
MML Investors Services
Massachusetts
$242K -$12.9K -470 -5%
SFC
23
Strategic Financial Concepts
Texas
$227K +$230K +8,353 New
HI
24
Harbour Investments
Wisconsin
$135K -$177K -6,421 -56%
IA
25
IFP Advisors
Florida
$70.6K +$23.4K +850 +49%