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Global X Lithium & Battery Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
201
YHB Investment Advisors
Connecticut
$366K +$1.42K +20 +0.4%
OCPWS
202
One Charles Private Wealth Services
Massachusetts
$362K +$57K +802 +18%
APW
203
Aurora Private Wealth
New Jersey
$359K +$27.4K +385 +8%
UAS
204
United Asset Strategies
New York
$352K +$345K +4,847 New
AFS
205
Access Financial Services
Minnesota
$347K
SWM
206
Spire Wealth Management
Virginia
$344K -$206K -2,904 -38%
JWCA
207
J.W. Cole Advisors
Florida
$336K -$55K -774 -14%
FTUS
208
Flow Traders U.S.
New York
$333K +$326K +4,590 New
CMI
209
Clare Market Investments
Texas
$332K -$67.8K -953 -17%
BCM
210
Brookstone Capital Management
Illinois
$331K +$38.3K +539 +14%
Goldman Sachs
211
Goldman Sachs
New York
$329K
SAM
212
Synergy Asset Management
Washington
$326K +$320K +4,502 New
IA
213
IFG Advisory
Georgia
$320K -$25K -352 -7%
TAM
214
Tocqueville Asset Management
New York
$320K +$7.11K +100 +2%
SW
215
SteelPeak Wealth
California
$319K -$12.5K -176 -4%
Cerity Partners
216
Cerity Partners
New York
$318K +$63.1K +887 +25%
LC
217
Lindbrook Capital
California
$314K +$192K +2,697 +166%
SRC
218
Shufro Rose & Co
New York
$310K +$304K +4,275 New
PA
219
Pinnacle Associates
New York
$305K +$10.7K +150 +4%
EL
220
Essex LLC
Illinois
$304K -$3.56K -50 -1%
OFG
221
Oxford Financial Group
Indiana
$300K
MSAM
222
Moloney Securities Asset Management
Missouri
$299K -$5.33K -75 -2%
RDFA
223
Ritter Daniher Financial Advisory
Ohio
$299K
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$299K +$19.8K +279 +7%
AWM
225
Accel Wealth Management
Iowa
$297K +$15.1K +212 +5%