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ARK Web x.0 ETF
ARKW

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
276
HM Payson & Co
Maine
$16K – – –
SIS
277
Sound Income Strategies
Florida
$15K – – –
FF
278
FourThought Financial
Florida
$15K +$17.1K +121 +6,050%
MCM
279
Manchester Capital Management
Vermont
$14K -$1.35M -9,540 -99%
MIFH
280
Migdal Insurance & Financial Holdings
Israel
$14K – – –
ADL
281
Asset Dedication LLC
California
$13K -$69.3K -490 -82%
GRP
282
Global Retirement Partners
California
$13K -$1.13K -8 -7%
COCM
283
Charter Oak Capital Management
New Hampshire
$12K – – –
GAM
284
Gemmer Asset Management
California
$12K – – –
HFM
285
Harvest Fund Management
China
$12K – – –
PO
286
Private Ocean
California
$12K – – –
CFRPA
287
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$18.4K +130 New
1IA
288
1834 Investment Advisors
Wisconsin
$11K – – –
BWM
289
Baystate Wealth Management
Massachusetts
$11K – – –
ARIS
290
Advanced Research Investment Solutions
California
$11K +$14.1K +100 New
GT
291
Glenmede Trust
Pennsylvania
$11K +$14.1K +100 New
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$9K -$12.2K -86 -52%
HWM
293
HighMark Wealth Management
Minnesota
$9K – – –
SAM
294
Strategic Asset Management
Minnesota
$9K – – –
CWM
295
Curi Wealth Management
North Carolina
$9K +$10.8K +76 New
BCM
296
Bourgeon Capital Management
Connecticut
$8K – – –
GWMIA
297
Global Wealth Management Investment Advisory
Florida
$8K – – –
JRFS
298
James Reed Financial Services
Ohio
$8K +$9.62K +68 New
SSB
299
Sandy Spring Bank
Maryland
$7K – – –
DA
300
DCM Advisors
New York
$6K -$117K -825 -94%
10 11
12
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