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ROBO Global Robotics & Automation Index ETF
ROBO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.7M +$11.4M +138,515 +18%
UBS Group
2
UBS Group
Switzerland
$75.2M +$2.41M +29,397 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$41.1M -$437K -5,327 -1%
AAS
4
Annex Advisory Services
Wisconsin
$34.3M -$28M -341,123 -46%
LPL Financial
5
LPL Financial
California
$33.5M +$4.61M +56,181 +17%
Raymond James Financial
6
Raymond James Financial
Florida
$22.7M +$1.17M +14,307 +6%
Ameriprise
7
Ameriprise
Minnesota
$22.5M +$12.2M +148,330 +130%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.1M +$1.75M +21,309 +11%
AAG
9
Armstrong Advisory Group
Massachusetts
$18.6M +$17.3M +210,454 +3,076%
GF
10
Gray Foundation
New York
$17.6M – – –
BFO
11
Biltmore Family Office
North Carolina
$17.3M -$67.8K -826 -0.4%
Corient Private Wealth
12
Corient Private Wealth
Florida
$15.4M -$36.9K -449 -0.2%
MWM
13
MinichMacGregor Wealth Management
New York
$15M -$618K -7,521 -4%
CCM
14
Carmel Capital Management
California
$8.61M +$127K +1,550 +2%
NAM
15
NTV Asset Management
West Virginia
$8.09M +$604K +7,350 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.97M +$143K +1,744 +2%
CAG
17
Crestwood Advisors Group
Massachusetts
$6.83M -$11.4K -139 -0.2%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$6.59M +$120K +1,462 +2%
PS
19
Principal Securities
Iowa
$6.31M +$101K +1,230 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.25M +$790K +9,618 +15%
BSG
21
Black Swift Group
Colorado
$6.12M +$568K +6,920 +11%
Stifel Financial
22
Stifel Financial
Missouri
$5.86M +$896K +10,915 +19%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.53M +$376K +4,584 +8%
SWP
24
Stratos Wealth Partners
Ohio
$4.95M -$26.2K -319 -0.5%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$4.48M -$188K -2,295 -4%
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