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ARK Web x.0 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$227K +$219K +1,567 New
Baird Financial Group
127
Baird Financial Group
Wisconsin
$225K +$217K +1,553 New
NAS
128
NWF Advisory Services
California
$221K +$214K +1,529 New
IP
129
Ignite Planners
California
$216K +$209K +1,495 New
QWM
130
Quadcap Wealth Management
Texas
$203K +$197K +1,404 New
JEST
131
JTC Employer Solutions Trustee
Jersey
$165K
LWCFA
132
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
FP
133
Financial Perspectives
Minnesota
$152K
WIM
134
Westside Investment Management
California
$141K
MWM
135
Mosley Wealth Management
California
$140K -$770K -5,495 -85%
MSWA
136
Marshall & Sterling Wealth Advisors
New York
$121K
CF
137
Centaurus Financial
California
$119K -$2.1K -15 -2%
GSWM
138
Golden State Wealth Management
California
$112K -$13.7K -98 -11%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$101K
CA
140
CoreCap Advisors
Michigan
$99.4K -$4.34K -31 -4%
SWA
141
Serenus Wealth Advisors
California
$96.4K
OFG
142
Oxford Financial Group
Indiana
$95.9K +$700 +5 +0.8%
HI
143
Harbour Investments
Wisconsin
$93.3K +$140 +1 +0.2%
UB
144
UMB Bank
Missouri
$85.9K
AWM
145
AE Wealth Management
Kansas
$81K +$11.1K +79 +16%
FFA
146
Farther Finance Advisors
California
$78.8K -$8.26K -59 -10%
FC
147
Financial Consulate
Maryland
$67.5K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.7K -$30.7K -219 -32%
IWP
149
IAG Wealth Partners
Wisconsin
$64.5K
FMP
150
Financial Management Professionals
Texas
$62.3K