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ARK Genomic Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$966K +$463K +9,710 +86%
DC
102
Davenport & Co
Virginia
$953K -$63.5K -1,332 -6%
VNA
103
Valley National Advisers
Pennsylvania
$931K -$703K -14,744 -42%
SA
104
Strategic Advisors
New York
$923K -$83.8K -1,758 -8%
TCA
105
Taconic Capital Advisors
New York
$919K +$954K +20,000 New
OMC
106
Old Mission Capital
Illinois
$918K +$953K +19,981 New
KPWS
107
Kestra Private Wealth Services
Texas
$912K -$69.5K -1,457 -7%
ASN
108
Advisory Services Network
Georgia
$904K -$108K -2,256 -10%
CGA
109
Crescent Grove Advisors
Illinois
$902K +$41K +860 +5%
SPC
110
Sigma Planning Corp
Michigan
$900K -$1.2M -25,263 -56%
DAM
111
Derbend Asset Management
Georgia
$880K
BRWM
112
B. Riley Wealth Management
Tennessee
$868K +$332K +6,959 +73%
SPIA
113
Steward Partners Investment Advisory
New York
$852K -$238 -5 -0%
Creative Planning
114
Creative Planning
Kansas
$847K -$64.4K -1,350 -7%
SWA
115
Sightline Wealth Advisors
Connecticut
$839K -$30.1K -631 -3%
SW
116
SkyOak Wealth
Michigan
$836K +$47.7K +1,000 +6%
AWS
117
Atria Wealth Solutions
New York
$818K +$849K +17,807 New
MIFH
118
Migdal Insurance & Financial Holdings
Israel
$815K -$63.9K -1,341 -7%
IWC
119
Integrated Wealth Concepts
Massachusetts
$806K -$59.8K -1,254 -7%
SB
120
Strategic Blueprint
Georgia
$805K +$252K +5,293 +43%
SL
121
Stevard LLC
Illinois
$777K -$313K -6,561 -28%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$758K +$182K +3,817 +30%
MC
123
Moors & Cabot
Massachusetts
$746K -$100K -2,102 -11%
ACP
124
Aveo Capital Partners
Colorado
$735K +$556K +11,658 +269%
Mariner
125
Mariner
Kansas
$727K -$269K -5,637 -26%