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ROBO Global Robotics & Automation Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$272K +$265K +3,877 New
LJAC
152
L.J. Altfest & Co
New York
$271K -$1.44K -21 -0.5%
BWM
153
Bulltick Wealth Management
Florida
$262K
ANTB
154
AMG National Trust Bank
Colorado
$260K -$5.12K -75 -2%
WAS
155
Winch Advisory Services
Wisconsin
$257K +$888 +13 +0.4%
UCFA
156
United Capital Financial Advisors
Texas
$256K +$250K +3,653 New
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$253K +$5.4K +79 +2%
CS
158
Credit Suisse
Switzerland
$252K -$210K -3,075 -46%
PFS
159
Prospera Financial Services
Texas
$251K +$10.5K +154 +4%
RTS
160
Round Table Services
New Jersey
$244K -$147K -2,158 -38%
HI
161
Harbour Investments
Wisconsin
$242K -$170K -2,491 -42%
JIC
162
Johnson Investment Counsel
Ohio
$240K +$233K +3,416 New
CA
163
Claro Advisors
Massachusetts
$238K
DADC
164
D.A. Davidson & Co
Montana
$237K
SPFA
165
Summit Place Financial Advisors
New Jersey
$232K -$9.56K -140 -4%
KWM
166
Kingsview Wealth Management
Oregon
$227K +$221K +3,237 New
V
167
Veritable
Delaware
$226K
SIM
168
Seaview Investment Managers
Florida
$223K +$216K +3,167 New
LC
169
Lindbrook Capital
California
$222K +$216K +3,165 New
KWA
170
Kellett Wealth Advisors
Ohio
$221K +$215K +3,150 New
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$208K
BRWA
172
B. Riley Wealth Advisors
Florida
$206K -$33.3K -488 -14%
RIA
173
Realta Investment Advisors
Delaware
$203K +$198K +2,898 New
TWC
174
TD Waterhouse Canada
Ontario, Canada
$180K +$175K +2,561 New
NFG
175
Next Financial Group
Texas
$176K -$10.1K -148 -6%