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ARK Web x.0 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
Trilogy Capital
California
$373K +$304K +5,833 New
PWA
77
Phoenix Wealth Advisors
North Carolina
$373K +$332K +6,368 New
CAG
78
Csenge Advisory Group
Florida
$371K -$84.4K -1,621 -20%
SIAG
79
Safeguard Investment Advisory Group
California
$369K -$3.44K -66 -1%
NFG
80
Nations Financial Group
Iowa
$300K -$441K -8,471 -62%
CHAM
81
Clear Harbor Asset Management
Connecticut
$272K -$37.9K -727 -14%
FFN
82
Focus Financial Network
Minnesota
$271K +$41.2K +792 +21%
DFA
83
DHK Financial Advisors
New Hampshire
$270K +$240K +4,602 New
VWA
84
V Wealth Advisors
Kansas
$258K +$229K +4,399 New
GI
85
Gradient Investments
Minnesota
$257K +$140K +2,687 +158%
PA
86
PFG Advisors
Arizona
$257K -$12.4K -239 -5%
LFAS
87
Level Four Advisory Services
Texas
$255K
CST
88
Charles Schwab Trust
Nevada
$249K
EWM
89
Echo Wealth Management
Minnesota
$248K -$24.7K -474 -11%
BRWA
90
B. Riley Wealth Advisors
Florida
$248K +$220K +4,224 New
IGWM
91
ICA Group Wealth Management
Colorado
$243K -$28.1K -540 -12%
NL
92
NWAM LLC
Washington
$229K
Goldman Sachs
93
Goldman Sachs
New York
$228K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$228K +$156 +3 +0.1%
WWM
95
Western Wealth Management
Colorado
$227K +$202K +3,879 New
SPC
96
Sigma Planning Corp
Michigan
$225K -$83.9K -1,612 -30%
FP
97
Financial Perspectives
Minnesota
$224K +$17.7K +339 +10%
WAG
98
Winthrop Advisory Group
Massachusetts
$222K +$3.18K +61 +2%
SC
99
Scotia Capital
Ontario, Canada
$222K +$2.03K +39 +1%
MSAM
100
Moloney Securities Asset Management
Missouri
$218K +$194K +3,720 New