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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Advyzon Investment Management
Illinois
$622K +$1.45K +19 +0.2%
HWM
227
Horizon Wealth Management
Illinois
$615K +$918 +12 +0.2%
PWM
228
Perigon Wealth Management
California
$613K -$25.6K -335 -4%
BPA
229
Beacon Pointe Advisors
California
$610K +$156K +2,037 +37%
ACA
230
Aptus Capital Advisors
Alabama
$609K +$63.5K +831 +12%
P
231
&Partners
Tennessee
$608K +$41.4K +542 +8%
GRP
232
Global Retirement Partners
California
$600K +$567K +7,419 New
WIP
233
WealthCare Investment Partners
Rhode Island
$597K +$24.9K +325 +5%
RI
234
Rinkey Investments
California
$597K +$565K +7,383 New
CWP
235
Cyndeo Wealth Partners
Florida
$594K +$4.59K +60 +0.8%
PFS
236
Prospect Financial Services
New York
$592K -$994 -13 -0.2%
PAS
237
Park Avenue Securities
New York
$590K +$66.5K +870 +14%
MA
238
MCF Advisors
Kentucky
$583K +$5.66K +74 +1%
CF
239
Convergence Financial
Missouri
$579K +$274K +3,584 +100%
AA
240
Armis Advisers
Georgia
$571K +$3.06K +40 +0.6%
CT
241
Clearstead Trust
Maine
$568K
CAS
242
Coppell Advisory Solutions
Texas
$555K +$18K +236 New
CA
243
Clearstead Advisors
Ohio
$555K -$2.91K -38 -0.6%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$553K +$454K +5,935 +654%
CAG
245
Csenge Advisory Group
Florida
$551K -$28.9K -378 -5%
CCFM
246
Clear Creek Financial Management
Washington
$548K -$13.3K -174 -3%
XF
247
XML Financial
Maryland
$547K
HT
248
Headlands Technologies
Illinois
$546K +$517K +6,759 New
FIA
249
Foundations Investment Advisors
Arizona
$546K -$47.6K -623 -8%
TC
250
Trust Company
Kansas
$545K -$24K -314 -4%