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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
226
Valley National Advisers
Pennsylvania
$1K +$1.73K +34 New
LFA
227
Legend Financial Advisors
Pennsylvania
-$9.36M -186,974 Closed
CS
228
Credit Suisse
Switzerland
-$2.36M -47,129 Closed
JWCA
229
J.W. Cole Advisors
Florida
-$873K -17,435 Closed
IC
230
Inscription Capital
Texas
-$429K -8,578 Closed
FA
231
Fagan Associates
New York
-$365K -7,285 Closed
IAA
232
Independent Advisor Alliance
North Carolina
-$291K -5,809 Closed
AI
233
Atria Investments
North Carolina
-$262K -5,243 Closed
Citadel Advisors
234
Citadel Advisors
Florida
-$218K -4,347 Closed
EWA
235
EP Wealth Advisors
California
-$201K -4,020 Closed
PFO
236
Pathstone Family Office
New Jersey
-$107K -2,131 Closed
GTAM
237
Global Trust Asset Management
Florida
-$90K -1,800 Closed
EWP
238
Engrave Wealth Partners
Texas
-$75K -1,506 Closed
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$25K -500 Closed
First Manhattan
240
First Manhattan
New York
-$20K -400 Closed
FIB
241
First Interstate Bank
Montana
-$15K -305 Closed
AWA
242
Arkadios Wealth Advisors
Georgia
-$10.9K -186 Closed
LAS
243
Lloyd Advisory Services
Georgia
-$8K -155 Closed
SQA
244
Simon Quick Advisors
New Jersey
-$8K -150 Closed
RFM
245
Royal Fund Management
Florida
-$5.46K -107 -95%
CG
246
Cutler Group
California
-$5.1K -100 Closed
Deutsche Bank
247
Deutsche Bank
Germany
-$2K -48 Closed
Fidelity Investments
248
Fidelity Investments
Massachusetts
-$51 -1 -50%
FWM
249
Filbrandt Wealth Management
Wisconsin
+$510 +10 New