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Global X Lithium & Battery Tech ETF
LIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$357K +$95.3K +1,162 +36%
SC
177
Sierra Capital
Florida
$355K – – –
GTAM
178
Global Trust Asset Management
Florida
$355K +$82 +1 +0%
B
179
Bailard
California
$353K +$353K +4,302 New
TAM
180
Tocqueville Asset Management
New York
$352K – – –
MC
181
Moors & Cabot
Massachusetts
$346K +$347K +4,230 New
APW
182
Aurora Private Wealth
New Jersey
$342K +$21.4K +261 +7%
PCA
183
Personal Capital Advisors
California
$340K -$6.89K -84 -2%
RDFA
184
Ritter Daniher Financial Advisory
Ohio
$338K – – –
AGA
185
Accuvest Global Advisors
Utah
$335K +$344K +4,200 New
EFL
186
ERn Financial LLC
Wisconsin
$315K +$315K +3,841 New
PFS
187
Prospera Financial Services
Texas
$306K +$306K +3,734 New
EWM
188
EPG Wealth Management
Georgia
$304K +$41.1K +501 +16%
AFM
189
Andesa Financial Management
Pennsylvania
$303K -$303K -3,700 -50%
BPA
190
Beacon Pointe Advisors
California
$303K -$2.71K -33 -0.9%
SW
191
SteelPeak Wealth
California
$302K +$18K +219 +6%
MAFM
192
Mid Atlantic Financial Management
Pennsylvania
$299K +$300K +3,654 New
AIA
193
Armor Investment Advisors
North Carolina
$290K +$138K +1,689 +91%
AWA
194
Acorn Wealth Advisors
Michigan
$285K +$285K +3,479 New
GVAG
195
Great Valley Advisor Group
Delaware
$284K +$284K +3,464 New
AAS
196
Avantax Advisory Services
Texas
$283K +$285K +3,471 New
ATFA
197
All Terrain Financial Advisors
Minnesota
$282K +$4.92K +60 +2%
EWM
198
Edge Wealth Management
New York
$281K – – –
OCPWS
199
One Charles Private Wealth Services
Massachusetts
$281K +$11.6K +142 +4%
ECA
200
Elevated Capital Advisors
Utah
$281K +$281K +3,428 New
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