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ARK Next Generation Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$13.9K +$13K +129 New
T
177
Transce3nd
Texas
$13.9K +$13K +129 New
SIS
178
Sound Income Strategies
Florida
$13.5K – – –
NRG
179
Nemes Rush Group
Michigan
$12.5K – – –
KIM
180
Kestra Investment Management
Texas
$12.5K +$11.6K +116 New
NCM
181
Northwest Capital Management
Oregon
$11.1K -$8.43K -84 -45%
US Bancorp
182
US Bancorp
Minnesota
$10.8K -$10K -100 -50%
BlackRock
183
BlackRock
New York
$10.8K +$10K +100 New
RI
184
Ridgewood Investments
New Jersey
$10.5K – – –
PMFA
185
Plante Moran Financial Advisors
Michigan
$10.4K – – –
AssetMark Inc
186
AssetMark Inc
California
$9.5K – – –
S
187
Sachetta
Massachusetts
$9.18K – – –
SWM
188
Spire Wealth Management
Virginia
$8.64K – – –
IAG
189
Innovative Advisory Group
Massachusetts
$7.34K +$6.83K +68 New
SWM
190
Sugarloaf Wealth Management
Georgia
$7.13K +$1K +10 +18%
SS
191
Sunbelt Securities
Texas
$6.8K – – –
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$6.39K – – –
AFG
193
Albion Financial Group
Utah
$6.06K – – –
WBC
194
West Branch Capital
Massachusetts
$5.55K – – –
OLVIG
195
Oliver Lagore Vanvalin Investment Group
Michigan
$5.4K +$1.3K +13 +35%
HFM
196
Hartford Financial Management
Connecticut
$4.97K – – –
N
197
Natixis
France
$4.38K – – –
OC
198
Oarsman Capital
Wisconsin
$3.78K – – –
MCM
199
Mainstream Capital Management
California
$3.56K +$3.31K +33 New
LFG
200
Larson Financial Group
Missouri
$3.35K – – –