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ARK Next Generation Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Smartleaf Asset Management
Massachusetts
$6.95K +$6.87K +89 New
AssetMark Inc
177
AssetMark Inc
California
$6.87K +$6.63K +86 +4,300%
NA
178
NewEdge Advisors
Louisiana
$6.63K -$575K -7,450 -99%
S
179
Sachetta
Massachusetts
$6.52K – – –
SWM
180
Spire Wealth Management
Virginia
$6.24K -$771 -10 -11%
HWM
181
HighMark Wealth Management
Minnesota
$6.01K – – –
ADL
182
Asset Dedication LLC
California
$5.93K – – –
HI
183
Harbour Investments
Wisconsin
$5.3K – – –
SS
184
Sunbelt Securities
Texas
$4.84K -$8.41K -109 -64%
AFG
185
Albion Financial Group
Utah
$4.38K – – –
SWM
186
Sugarloaf Wealth Management
Georgia
$4.37K +$4.32K +56 New
RFA
187
Register Financial Advisors
Georgia
$4.29K – – –
WBC
188
West Branch Capital
Massachusetts
$4.01K – – –
OP
189
ORG Partners
Indiana
$3.96K +$3.86K +50 New
OLVIG
190
Oliver Lagore Vanvalin Investment Group
Michigan
$3.9K +$3.86K +50 New
HFM
191
Hartford Financial Management
Connecticut
$3.59K -$10.8K -140 -75%
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
ST
193
Smithfield Trust
Pennsylvania
$3K – – –
HFA
194
Hershey Financial Advisers
Pennsylvania
$2.19K +$2.16K +28 New
BHWM
195
Bay Harbor Wealth Management
Maryland
$2K +$77 +1 +4%
PP
196
PrairieView Partners
Minnesota
$2K – – –
SA
197
Scarborough Advisors
Maryland
$1.95K – – –
EWA
198
EverSource Wealth Advisors
Alabama
$1.87K +$309 +4 +20%
VWM
199
Venturi Wealth Management
Texas
$1.72K -$231 -3 -12%
BFO
200
Biltmore Family Office
North Carolina
$1.72K – – –