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ARK Autonomous Technology & Robotics ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
126
Compagnie Lombard Odier SCmA
Switzerland
$149K +$129K +1,950 New
SAS
127
Stelac Advisory Services
New York
$133K +$115K +1,742 New
AWM
128
Accel Wealth Management
Iowa
$131K +$113K +1,713 New
JP Morgan Chase
129
JP Morgan Chase
New York
$131K +$114K +1,720 New
SFS
130
Sowell Financial Services
Arkansas
$114K +$97.4K +1,472 +7,747%
POIA
131
Pin Oak Investment Advisors
Texas
$97K +$64.3K +973 +330%
VFA
132
Valeo Financial Advisors
Indiana
$92K +$78.8K +1,192 +14,900%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$91K +$79.3K +1,199 New
Bank Julius Baer & Co
134
Bank Julius Baer & Co
Switzerland
$80K +$69.4K +1,049 New
IWP
135
IAG Wealth Partners
Wisconsin
$77K
PWM
136
Perigon Wealth Management
California
$69K +$59.5K +900 New
HFS
137
HBC Financial Services
Washington
$63K
SQA
138
Simon Quick Advisors
New Jersey
$55K +$47.3K +715 New
DOA
139
D'Orazio & Associates
Virginia
$52K +$45.4K +686 New
GWS
140
Glassman Wealth Services
Virginia
$47K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.2K +$26.8K +405 +203%
NFG
142
Next Financial Group
Texas
$42K +$36.5K +552 New
CWC
143
Carolinas Wealth Consulting
North Carolina
$38K +$33.1K +500 New
HFA
144
Hoover Financial Advisors
Pennsylvania
$35K +$26K +393 New
SIAG
145
Safeguard Investment Advisory Group
California
$33K +$29.2K +441 New
SFFS
146
Stonehage Fleming Financial Services
Jersey
$31K
DWP
147
Destiny Wealth Partners
Florida
$31K +$27.2K +412 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$29K
GAM
149
Gemmer Asset Management
California
$29K +$24.7K +374 New
AF
150
Advisornet Financial
Minnesota
$29K +$24.8K +375 New