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ARK Web x.0 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
151
Baird Financial Group
Wisconsin
$420K -$2M -14,150 -80%
BRWM
152
B. Riley Wealth Management
Tennessee
$409K +$11.2K +79 +2%
HG
153
Herbst Group
Connecticut
$403K +$481K +3,402 New
GCM
154
Goldstream Capital Management
Hong Kong
$401K +$478K +3,378 New
GVAG
155
Great Valley Advisor Group
Delaware
$400K -$191K -1,353 -29%
WWM
156
Western Wealth Management
Colorado
$399K +$482K +3,407 New
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$393K
SWM
158
Spire Wealth Management
Virginia
$391K -$3.4K -24 -0.7%
BTWM
159
Baker Tilly Wealth Management
Wisconsin
$378K -$240K -1,700 -35%
CA
160
Cambridge Advisors
Nebraska
$376K +$43.3K +306 +11%
LFAS
161
Level Four Advisory Services
Texas
$373K +$445K +3,149 New
APW
162
Aurora Private Wealth
New Jersey
$372K
CW
163
CreativeOne Wealth
Kansas
$370K +$441K +3,120 New
WE
164
Wealth Effects
Massachusetts
$369K +$440K +3,114 New
T
165
TCWP
Ohio
$368K +$439K +3,106 New
Betterment LLC
166
Betterment LLC
New York
$364K +$39.3K +278 +10%
Prudential Financial
167
Prudential Financial
New Jersey
$353K +$421K +2,979 New
PPW
168
Pinnacle Private Wealth
Massachusetts
$340K +$405K +2,863 New
F4L
169
Fortune 45 LLC
Louisiana
$325K +$388K +2,742 New
T
170
TRUADVICE
Florida
$315K +$849 +6 +0.2%
BW
171
Bison Wealth
Georgia
$313K -$44.8K -317 -11%
NFG
172
Next Financial Group
Texas
$311K -$81.6K -577 -18%
LSA
173
Lion Street Advisors
Texas
$305K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$300K -$127K -899 -27%
CMS
175
Capital Market Strategies
Florida
$296K +$354K +2,500 New