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ROBO Global Robotics & Automation Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.08M +$1.09M +19,621 New
GWM
52
Geneos Wealth Management
Colorado
$1.08M +$173K +3,110 +19%
SWM
53
Spire Wealth Management
Virginia
$1.07M -$526K -9,435 -33%
SPC
54
Spirepoint Private Client
Florida
$1.02M -$4.02M -72,151 -80%
S4W
55
Solutions 4 Wealth
Texas
$1.01M -$1.39K -25 -0.1%
HighTower Advisors
56
HighTower Advisors
Illinois
$983K -$214K -3,830 -18%
MML Investors Services
57
MML Investors Services
Massachusetts
$948K -$992K -17,789 -51%
EH
58
Equitable Holdings
New York
$891K -$41.6K -747 -4%
CNWM
59
Clay Northam Wealth Management
California
$867K -$22.3K -400 -2%
SFI
60
SPC Financial Inc
Maryland
$814K -$24.3K -435 -3%
OC
61
Oppenheimer & Co
New York
$801K -$42.2K -757 -5%
PWMAG
62
Pinnacle Wealth Management Advisory Group
New Jersey
$795K -$11K -197 -1%
CG
63
Caprock Group
Idaho
$784K +$4.01K +72 +0.5%
KAS
64
Kestra Advisory Services
Texas
$774K +$130K +2,329 +16%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$755K +$3.29K +59 +0.4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$755K
Creative Planning
67
Creative Planning
Kansas
$746K -$146K -2,612 -16%
Bessemer Group
68
Bessemer Group
New Jersey
$713K
Comerica Bank
69
Comerica Bank
Texas
$705K +$49.6K +889 +7%
SWA
70
SFMG Wealth Advisors
Texas
$676K -$33.5K -600 -5%
AWM
71
Avior Wealth Management
Nebraska
$670K -$45K -807 -6%
CFCI
72
Comprehensive Financial Consultants Institutional
Indiana
$662K
CCA
73
Clearwater Capital Advisors
Illinois
$622K -$17.4K -312 -3%
PWM
74
Perigon Wealth Management
California
$580K -$105K -1,882 -15%
AIFAIM
75
American Institute for Advanced Investment Management
Arizona
$567K +$59.9K +1,075 +12%