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ROBO Global Robotics & Automation Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$706K -$74.4K -1,457 -11%
CFCI
77
Comprehensive Financial Consultants Institutional
Indiana
$677K -$5.61K -110 -0.9%
CCA
78
Clearwater Capital Advisors
Illinois
$664K -$1.12K -22 -0.2%
PWM
79
Perigon Wealth Management
California
$642K +$20.9K +410 +4%
PCA
80
Pallas Capital Advisors
Massachusetts
$642K -$285K -5,587 -33%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$640K -$6.4M -125,311 -92%
AWM
82
Axxcess Wealth Management
California
$629K -$178K -3,495 -24%
UWM
83
USAdvisors Wealth Management
Minnesota
$619K +$38.7K +758 +8%
FA
84
Fiduciary Alliance
South Carolina
$601K -$5.26K -103 -1%
RWS
85
Resolute Wealth Strategies
Mississippi
$582K +$204 +4 +0%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$579K +$516K +10,101 New
OS
87
Objectivity Squared
South Carolina
$551K +$491K +9,621 New
Wells Fargo
88
Wells Fargo
California
$546K -$277K -5,422 -36%
JIC
89
Joel Isaacson & Co
New York
$541K
Baird Financial Group
90
Baird Financial Group
Wisconsin
$536K -$2.1M -41,078 -81%
AF
91
Advisornet Financial
Minnesota
$509K -$54.8K -1,073 -11%
CAM
92
Cresset Asset Management
Illinois
$499K -$714 -14 -0.2%
FFL
93
Financial Freedom LLC
Ohio
$496K +$153 +3 +0%
AAS
94
Avantax Advisory Services
Texas
$492K +$97.7K +1,914 +29%
CFA
95
Cahill Financial Advisors
Minnesota
$464K -$31.3K -614 -7%
GWM
96
Greenwich Wealth Management
Connecticut
$455K
EWA
97
EP Wealth Advisors
California
$454K +$404K +7,920 New
Bank of America
98
Bank of America
North Carolina
$452K -$128K -2,500 -24%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$447K -$45.9K -900 -10%
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$442K -$15.4K -301 -4%