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ARK Next Generation Technology ETF
ARKW

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
176
Plante Moran Financial Advisors
Michigan
$5.2K – – –
SWM
177
Spire Wealth Management
Virginia
$5.14K -$28.6K -482 -84%
CIAS
178
Capital Investment Advisory Services
North Carolina
$5.14K – – –
HDIM
179
Hanson & Doremus Investment Management
Vermont
$5K – – –
DCBT
180
Dakota Community Bank & Trust
North Dakota
$4.28K – – –
HWM
181
HighMark Wealth Management
Minnesota
$4.17K – – –
ADL
182
Asset Dedication LLC
California
$4K – – –
FFA
183
Fairfield Financial Advisors
Massachusetts
$3.9K – – –
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$3.63K – – –
HI
185
Harbour Investments
Wisconsin
$3.31K -$7.69M -129,657 -100%
HGERS
186
Householder Group Estate & Retirement Specialist
Arizona
$3.09K +$3.38K +57 New
AFG
187
Albion Financial Group
Utah
$3.04K – – –
RFA
188
Register Financial Advisors
Georgia
$2.98K – – –
WBC
189
West Branch Capital
Massachusetts
$2.78K – – –
VWM
190
Venturi Wealth Management
Texas
$2.38K – – –
VF
191
VitalStone Financial
Texas
$2K -$889 -15 -31%
ST
192
Smithfield Trust
Pennsylvania
$2K – – –
BAAM
193
Baker Avenue Asset Management
California
$1.79K – – –
LFG
194
Larson Financial Group
Missouri
$1.68K – – –
GRP
195
Global Retirement Partners
California
$1.65K – – –
GWSG
196
GPS Wealth Strategies Group
Colorado
$1.41K – – –
BHWM
197
Bay Harbor Wealth Management
Maryland
$1.39K -$59 -1 -4%
BWM
198
Baystate Wealth Management
Massachusetts
$1.35K – – –
BFO
199
Biltmore Family Office
North Carolina
$1.19K +$1.3K +22 New
CWP
200
Concord Wealth Partners
Virginia
$1.14K – – –
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8
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