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Global X Artificial Intelligence & Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$3.38K – – –
NWM
402
Nova Wealth Management
Florida
$3.23K – – –
MBFW
403
Morton Brown Family Wealth
Pennsylvania
$2.84K +$2.52K +65 New
SIC
404
SJS Investment Consulting
Ohio
$2.23K – – –
HWM
405
HighMark Wealth Management
Minnesota
$2.19K – – –
NEWAS
406
N.E.W. Advisory Services
Wisconsin
$2.19K +$1.94K +50 New
EWA
407
EverSource Wealth Advisors
Alabama
$1.4K +$1.24K +32 New
OA
408
Operose Advisors
Wisconsin
$1.31K – – –
GWP
409
Gen-Wealth Partners
Michigan
$1.09K +$971 +25 New
CT
410
Caldwell Trust
Florida
$524 – – –
MSFP
411
Mark Sheptoff Financial Planning
Connecticut
$524 – – –
WCM
412
WealthTrak Capital Management
Virginia
$394 – – –
SIS
413
Sound Income Strategies
Florida
$218 – – –
AUB
414
Atlantic Union Bankshares
Virginia
$175 +$155 +4 New
RSWM
415
Robertson Stephens Wealth Management
California
– -$4.65M -127,908 Closed
TI
416
Tidal Investments
Wisconsin
– -$2.06M -56,652 Closed
Envestnet Portfolio Solutions
417
Envestnet Portfolio Solutions
Illinois
– -$1.17M -32,042 Closed
UWS
418
Unique Wealth Strategies
Illinois
– -$737K -20,248 Closed
RWA
419
Redhawk Wealth Advisors
Minnesota
– -$521K -14,335 Closed
TSS
420
Two Sigma Securities
New York
– -$345K -9,470 Closed
TC
421
TownSquare Capital
Utah
– -$254K -6,977 Closed
BFS
422
BridgePort Financial Solutions
Iowa
– -$246K -6,758 Closed
SCM
423
Seascape Capital Management
New Hampshire
– -$246K -6,750 Closed
YIH
424
Y-Intercept (HK)
Hong Kong
– -$207K -5,696 Closed
SFGP
425
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$153K -4,209 Closed