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ROBO Global Robotics & Automation Index ETF
ROBO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
201
Castle Wealth Management
Florida
$4K +$4.75K +95 New
CP
202
Corbenic Partners
Pennsylvania
$3K – – –
GEA
203
Glen Eagle Advisors
New Jersey
$2.7K – – –
FRA
204
Front Row Advisors
California
$1K – – –
GWS
205
Glassman Wealth Services
Virginia
$1K – – –
GI
206
Gradient Investments
Minnesota
$1K – – –
AFS
207
AFG Fiduciary Services
Massachusetts
– -$1.18M -35,414 Closed
AWM
208
Axxcess Wealth Management
California
– -$2.02M -34,611 Closed
VA
209
Valmark Advisers
Ohio
– -$926K -15,887 Closed
SAM
210
Silvercrest Asset Management
New York
– -$897K -15,396 Closed
SEA
211
Stegent Equity Advisors
Texas
– -$594K -10,192 Closed
CIBC World Market
212
CIBC World Market
Ontario, Canada
– -$487K -8,355 Closed
AMBIA
213
Allen Mooney & Barnes Investment Advisors
Georgia
– -$453K -7,780 Closed
JWCA
214
J.W. Cole Advisors
Florida
– -$416K -7,138 Closed
AWM
215
AE Wealth Management
Kansas
– -$362K -6,204 Closed
CG
216
Colony Group
Massachusetts
– -$359K -6,151 Closed
CF
217
Centaurus Financial
California
– -$310K -5,316 Closed
GIA
218
Gladstone Institutional Advisory
Florida
– -$286K -4,906 Closed
CAG
219
Csenge Advisory Group
Florida
– -$253K -4,340 Closed
EWA
220
Exencial Wealth Advisors
Oklahoma
– -$236K -4,048 Closed
VWM
221
Vigilare Wealth Management
Arizona
– -$235K -4,040 Closed
Truist Financial
222
Truist Financial
North Carolina
– -$226K -3,872 Closed
SIM
223
Seaview Investment Managers
Florida
– -$224K -3,851 Closed
BWM
224
Bulltick Wealth Management
Florida
– -$218K -3,740 Closed
ANTB
225
AMG National Trust Bank
Colorado
– -$216K -3,711 Closed
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9
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