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ROBO Global Artificial Intelligence ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$460K +$310K +4,758 +192%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$426K +$208K +3,190 +100%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$405K -$57.6K -883 -12%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$351K +$40.4K +620 +13%
SWM
30
Spire Wealth Management
Virginia
$350K -$13K -200 -4%
Stifel Financial
31
Stifel Financial
Missouri
$329K -$13.2K -203 -4%
Morgan Stanley
32
Morgan Stanley
New York
$323K +$41.3K +633 +14%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$281K +$289K +4,425 New
CNWM
34
Clay Northam Wealth Management
California
$262K +$26.7K +410 +11%
IIA
35
IPG Investment Advisors
California
$260K +$21.5K +330 +9%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$260K +$267K +4,097 New
FHWM
37
Fox Hill Wealth Management
Massachusetts
$254K -$4.17K -64 -2%
EH
38
Equitable Holdings
New York
$253K +$260K +3,990 New
LI
39
LRI Investments
Florida
$237K
EPI
40
Eddie Patel Inc
Illinois
$228K +$234K +3,588 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$221K +$13.5K +207 +6%
Truist Financial
42
Truist Financial
North Carolina
$218K -$61.4K -942 -22%
BNA
43
BankChampaign National Association
Illinois
$214K +$1.63K +25 New
TPWM
44
Twelve Points Wealth Management
Massachusetts
$206K +$206K +3,151 New
Mariner
45
Mariner
Kansas
$200K +$206K +3,156 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$169K +$8.8K +135 +5%
KAS
47
Kestra Advisory Services
Texas
$143K +$147K +2,257 New
HI
48
Harbour Investments
Wisconsin
$117K +$261 +4 +0.2%
Wells Fargo
49
Wells Fargo
California
$81.8K +$76.6K +1,175 +1,040%
VNA
50
Valley National Advisers
Pennsylvania
$77K