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ARK Next Generation Technology ETF
ARKW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
126
Westside Investment Management
California
$42.7K -$12.1K -233 -24%
AWM
127
AllSquare Wealth Management
New York
$42.5K – – –
OFG
128
Oxford Financial Group
Indiana
$38.2K – – –
CWC
129
Carolinas Wealth Consulting
North Carolina
$37.9K – – –
FFA
130
Farther Finance Advisors
California
$37.7K -$521 -10 -2%
FMP
131
Financial Management Professionals
Texas
$37K – – –
SWM
132
Spire Wealth Management
Virginia
$33.8K -$1.04K -20 -3%
TFGT
133
TS Financial Group (TSFG)
Illinois
$33K – – –
FCA
134
FinTrust Capital Advisors
South Carolina
$32.8K – – –
RIA
135
Realta Investment Advisors
Delaware
$32.5K +$28.9K +555 New
IWP
136
IAG Wealth Partners
Wisconsin
$32.4K – – –
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5K -$47.2K -906 -63%
CFGS
138
Concourse Financial Group Securities
Alabama
$27.9K -$13.9K -266 -36%
WT
139
Washington Trust
Rhode Island
$23.6K – – –
NFSG
140
Newbridge Financial Services Group
Florida
$23.3K -$2.76K -53 -12%
AWM
141
Avior Wealth Management
Nebraska
$20.7K +$1.04K +20 +6%
SWA
142
SOA Wealth Advisors
New York
$19.2K – – –
LG
143
LAM Group
Oregon
$19K – – –
BL
144
Bleichroeder LP
New York
$17.6K – – –
BLC
145
Brown, Lisle/Cummings
Rhode Island
$17.6K – – –
AWM
146
Avondale Wealth Management
Texas
$16.8K – – –
GWM
147
Geneos Wealth Management
Colorado
$16.7K – – –
CFD
148
Creative Financial Designs
Indiana
$16.1K -$2.19K -42 -13%
HFM
149
Harvest Fund Management
China
$16K – – –
ECM
150
EMC Capital Management
Texas
$13K -$242K -4,648 -92%
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