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ARK Next Generation Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
276
Bessemer Group
New Jersey
$1K – – –
EWM
277
EPG Wealth Management
Georgia
$1K – – –
HS
278
Horan Securities
United States
$1K – – –
JWM
279
Janiczek Wealth Management
Colorado
$1K – – –
LAS
280
Lloyd Advisory Services
Georgia
$1K – – –
ODG
281
O'Dell Group
Ohio
$1K – – –
OIA
282
Optimum Investment Advisors
Illinois
$1K – – –
TSWM
283
Tyler-Stone Wealth Management
Ohio
$1K – – –
CSB
284
City State Bank
Iowa
$1K +$905 +10 New
WIM
285
Westside Investment Management
California
$112 – – –
U.S. Capital Wealth Advisors
286
U.S. Capital Wealth Advisors
Texas
– -$9.71M -81,902 Closed
COI
287
Connable Office Inc
Michigan
– -$4.88M -41,127 Closed
Trexquant Investment
288
Trexquant Investment
Connecticut
– -$2.5M -21,045 Closed
YC
289
Yarbrough Capital
Tennessee
– -$1.9M -16,000 Closed
SMG
290
Smart Money Group
Texas
– -$1.68M -14,182 Closed
FFA
291
Founders Financial Alliance
North Carolina
– -$1.42M -11,963 Closed
Sowell Financial Services
292
Sowell Financial Services
Arkansas
– -$1.31M -10,886 Closed
Citadel Advisors
293
Citadel Advisors
Florida
– -$964K -10,662 Closed
Lincoln National Corp
294
Lincoln National Corp
Pennsylvania
– -$1.09M -9,163 Closed
TWM
295
TMD Wealth Management
Arizona
– -$1.04M -8,783 Closed
WMP
296
Wealth Management Partners
Arizona
– -$931K -8,000 Closed
SFP
297
Sandbox Financial Partners
Maryland
– -$667K -5,625 Closed
OPWM
298
Oxinas Partners Wealth Management
Indiana
– -$652K -5,496 Closed
Ameriprise
299
Ameriprise
Minnesota
– -$608K -5,128 Closed
Bank of New York Mellon
300
Bank of New York Mellon
New York
– -$592K -4,991 Closed