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ROBO Global Robotics & Automation Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$750K -$5K -91 -0.7%
AWM
77
Axxcess Wealth Management
California
$744K +$316K +5,741 +82%
CFCI
78
Comprehensive Financial Consultants Institutional
Indiana
$709K +$19K +345 +3%
KAS
79
Kestra Advisory Services
Texas
$698K +$10.3K +187 +2%
CCA
80
Clearwater Capital Advisors
Illinois
$680K -$44K -800 -6%
PWM
81
Perigon Wealth Management
California
$632K -$35.5K -645 -6%
Bank of America
82
Bank of America
North Carolina
$617K +$8.24K +150 +1%
FA
83
Fiduciary Alliance
South Carolina
$601K +$50.6K +920 +10%
PCA
84
Pallas Capital Advisors
Massachusetts
$595K +$550K +10,010 New
RWS
85
Resolute Wealth Strategies
Mississippi
$595K
AF
86
Advisornet Financial
Minnesota
$582K +$18.5K +337 +4%
CG
87
Colony Group
Massachusetts
$582K
MCWS
88
McKinley Carter Wealth Services
West Virginia
$576K +$540K +9,831 New
JIC
89
Joel Isaacson & Co
New York
$553K -$10.2K -185 -2%
SWM
90
Spire Wealth Management
Virginia
$540K +$3.41K +62 +0.7%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$524K -$35.7K -650 -7%
IWM
92
IHT Wealth Management
Illinois
$514K +$22.6K +411 +5%
CAM
93
Cresset Asset Management
Illinois
$511K -$25.8K -469 -5%
CFA
94
Cahill Financial Advisors
Minnesota
$510K -$99.3K -1,807 -17%
AIFAIM
95
American Institute for Advanced Investment Management
Arizona
$507K +$49.5K +900 +12%
FFL
96
Financial Freedom LLC
Ohio
$504K +$155K +2,813 +49%
UWM
97
USAdvisors Wealth Management
Minnesota
$497K +$467K +8,488 New
GLA
98
Good Life Advisors
Pennsylvania
$481K -$15.8K -287 -3%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$480K +$31.4K +571 +7%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$479K +$20.6K +375 +5%