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Global X Robotics & Artificial Intelligence ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
251
Bogart Wealth LLC
Virginia
$1K – – –
TF
252
TimeScale Financial
Massachusetts
$1K – – –
VCM
253
Versant Capital Management
Arizona
$1K +$851 +36 New
TCWM
254
Total Clarity Wealth Management
Illinois
$1K +$1.65K +70 New
M1FG
255
Mach-1 Financial Group
Arkansas
$1K +$2.08K +88 New
WIM
256
Westside Investment Management
California
$2 – – –
BHB
257
Bank Hapoalim BM
Israel
– -$4.35M -150,000 Closed
DAS
258
Dynamic Advisor Solutions
Arizona
– -$2M -69,073 Closed
AC
259
ASB Consultores
Florida
– -$748K -25,774 Closed
PWS
260
Precision Wealth Strategies
Missouri
– -$457K -15,743 Closed
BRWA
261
B. Riley Wealth Advisors
Florida
– -$419K -14,422 Closed
GIA
262
Gladstone Institutional Advisory
Florida
– -$374K -12,893 Closed
AC
263
Avestar Capital
New York
– -$311K -10,737 Closed
Lido Advisors
264
Lido Advisors
California
– -$310K -10,686 Closed
IAP
265
Indie Asset Partners
Indiana
– -$280K -9,645 Closed
DC
266
Davenport & Co
Virginia
– -$266K -9,185 Closed
GAG
267
GM Advisory Group
New York
– -$237K -8,176 Closed
FFWA
268
FRG Family Wealth Advisors
Washington
– -$232K -7,995 Closed
BAWC
269
Boyce & Associates Wealth Consulting
Texas
– -$213K -7,350 Closed
SFS
270
Stiles Financial Services
Minnesota
– -$208K -7,179 Closed
ANTB
271
AMG National Trust Bank
Colorado
– -$206K -7,116 Closed
KeyBank National Association
272
KeyBank National Association
Ohio
– -$206K -7,115 Closed
MCM
273
Moore Capital Management
New York
– -$202K -6,960 Closed
FCMA
274
Foresight Capital Management Advisors
Michigan
– -$68K -2,335 Closed
T
275
TCWP
Ohio
– -$67K -2,319 Closed