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Global X Lithium & Battery Tech ETF
LIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
201
CIC Wealth
Maryland
$268K -$83.8K -1,345 -25%
CW
202
Channel Wealth
California
$268K +$14.8K +237 +6%
VNA
203
Valley National Advisers
Pennsylvania
$263K -$187 -3 -0.1%
TI
204
Truepoint Inc
Ohio
$260K -$9.35K -150 -4%
JWCA
205
J.W. Cole Advisors
Florida
$260K -$561 -9 -0.2%
SWM
206
Spire Wealth Management
Virginia
$258K – – –
SW
207
SteelPeak Wealth
California
$258K -$8.91K -143 -3%
VA
208
Valmark Advisers
Ohio
$257K -$7.67K -123 -3%
BWP
209
Balboa Wealth Partners
Arizona
$253K -$63.5K -1,018 -21%
EWA
210
EP Wealth Advisors
California
$252K +$1.15M +18,522 New
MGIA
211
Moneta Group Investment Advisors
Missouri
$251K +$62 +1 +0%
PA
212
Pinnacle Associates
New York
$242K -$10.6K -170 -4%
FFN
213
Focus Financial Network
Minnesota
$239K -$13.7K -220 -6%
LSA
214
Lion Street Advisors
Texas
$239K +$162K +2,604 New
AA
215
Ancora Advisors
Ohio
$238K -$215K -3,446 -48%
ZIM
216
Zacks Investment Management
Illinois
$233K -$3.8K -61 -2%
TCM
217
Triumph Capital Management
Colorado
$231K -$5.36K -86 -2%
SWM
218
SeaCrest Wealth Management
New York
$230K -$508K -8,158 -70%
TI
219
Trexquant Investment
Connecticut
$229K +$220K +3,525 New
CIC
220
Cutler Investment Counsel
Oregon
$228K – – –
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K -$57.9K -929 -21%
SS
222
Sunbelt Securities
Texas
$227K +$1.56K +25 +0.7%
CF
223
Clarity Financial
Texas
$225K +$215K +3,455 New
SIAP
224
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K +$215K +3,450 New
SAM
225
Secure Asset Management
Michigan
$223K +$16.8K +270 +9%
7 8
9
10 11