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Global X Robotics & Artificial Intelligence ETF
BOTZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
226
Sugarloaf Wealth Management
Georgia
$9K – – –
HS
227
Horan Securities
United States
$9K +$8.72K +285 New
AIM
228
Anchor Investment Management
South Carolina
$8.09K – – –
VCM
229
Vigilant Capital Management
Maine
$8K -$20.9K -682 -75%
ED
230
Exane Derivatives
France
$7.49K – – –
SSB
231
Sandy Spring Bank
Maryland
$7K +$6.67K +218 New
GEA
232
Glen Eagle Advisors
New Jersey
$6.13K -$459 -15 -8%
KIG
233
Kessler Investment Group
Indiana
$6K – – –
HFA
234
Hoover Financial Advisors
Pennsylvania
$6K +$5.41K +177 New
GRP
235
Global Retirement Partners
California
$6K +$5.66K +185 New
LFG
236
Larson Financial Group
Missouri
$5K – – –
D
237
Diversified
Delaware
$5K +$5.66K +185 New
RPWA
238
Regent Peak Wealth Advisors
Georgia
$4K +$3.67K +120 New
BWM
239
BerganKDV Wealth Management
Minnesota
$3K – – –
FRA
240
Front Row Advisors
California
$3K – – –
MWC
241
MBM Wealth Consultants
Missouri
$3K – – –
PA
242
Parallel Advisors
California
$3K +$122 +4 +4%
BWL
243
Bogart Wealth LLC
Virginia
$2K – – –
TF
244
TimeScale Financial
Massachusetts
$2K – – –
DA
245
DCM Advisors
New York
$2K +$1.87K +61 New
NL
246
NVWM LLC
Pennsylvania
$1K – – –
FFG
247
Fortem Financial Group
California
$1K +$856 +28 New
3LCM
248
3D/L Capital Management
Connecticut
$1K +$718K +23,487 New
HH
249
Hilltop Holdings
Texas
– -$271K -9,720 Closed
HAS
250
HBW Advisory Services
California
– -$211K -7,583 Closed
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10
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