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ARK Next Generation Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$19.1K – – –
SWA
152
SOA Wealth Advisors
New York
$17.7K – – –
LG
153
LAM Group
Oregon
$17.6K – – –
BL
154
Bleichroeder LP
New York
$16.2K – – –
BLC
155
Brown, Lisle/Cummings
Rhode Island
$16.2K – – –
AWM
156
Avondale Wealth Management
Texas
$15.5K – – –
GWM
157
Geneos Wealth Management
Colorado
$15.4K – – –
HFM
158
Harvest Fund Management
China
$15K – – –
PWMG
159
Provence Wealth Management Group
California
$11.9K +$13K +220 New
TFA
160
Toth Financial Advisory
Virginia
$11.9K – – –
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.6K – – –
CFD
162
Creative Financial Designs
Indiana
$10.5K -$4.8K -81 -29%
MA
163
Montag & Associates
Georgia
$10.2K – – –
HFM
164
Hartford Financial Management
Connecticut
$10.1K – – –
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$9.91K -$33.1K -558 -75%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$9.48K – – –
SS
167
Sunbelt Securities
Texas
$9.26K – – –
BTI
168
Blue Trust Inc
Georgia
$9K – – –
HPC
169
HM Payson & Co
Maine
$7.31K – – –
SIS
170
Sound Income Strategies
Florida
$6.77K – – –
CWM
171
CarsonAllaria Wealth Management
Illinois
$6.5K – – –
PA
172
Parallel Advisors
California
$6.34K – – –
GEA
173
Glen Eagle Advisors
New Jersey
$5.96K – – –
BWL
174
Bogart Wealth LLC
Virginia
$5.69K +$5.63K +95 +950%
IPW
175
Impact Partnership Wealth
Georgia
$5.63K +$237 +4 +4%