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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
226
Coastal Bridge Advisors
Connecticut
$515K -$106K -2,966 -15%
CMTU
227
Capital Markets Trading (UK)
United Kingdom
$514K +$588K +16,453 New
CIA
228
Cladis Investment Advisory
Montana
$510K +$71.5K +2,000 +14%
BAM
229
Belpointe Asset Management
Nevada
$498K +$286K +7,989 +85%
ZIG
230
Zuckerman Investment Group
Illinois
$493K
BS
231
Banco Santander
Spain
$492K +$71.5K +2,000 +15%
SWM
232
Sanctuary Wealth Management
Idaho
$491K +$114K +3,179 +25%
SWM
233
Spire Wealth Management
Virginia
$490K -$288K -8,044 -34%
JIP
234
Jaffetilchin Investment Partners
Florida
$485K +$208K +5,806 +60%
MGIA
235
Moneta Group Investment Advisors
Missouri
$479K +$53.6K +1,500 +14%
NWA
236
Navis Wealth Advisors
New York
$478K -$7.61K -213 -1%
AWA
237
Arkadios Wealth Advisors
Georgia
$470K -$115K -3,219 -18%
BTWM
238
Baker Tilly Wealth Management
Wisconsin
$469K +$3.93K +110 +0.7%
TLA
239
Tanglewood Legacy Advisors
Texas
$461K +$528K +14,760 New
AWM
240
Activest Wealth Management
Florida
$444K +$22.3K +625 +5%
SPWM
241
Straight Path Wealth Management
Michigan
$443K +$140K +3,915 +38%
CWP
242
Concord Wealth Partners
Virginia
$436K -$1.87M -52,435 -79%
SWIG
243
Strategic Wealth Investment Group
Kentucky
$432K +$219K +6,134 +104%
CRI
244
Commonwealth Retirement Investments
Virginia
$427K +$488K +13,666 New
PAG
245
Private Advisor Group
New Jersey
$427K -$1.32M -36,808 -10%
CWA
246
Clarus Wealth Advisors
Arizona
$421K +$88.3K +2,470 +25%
PL
247
Parkwood LLC
Ohio
$419K +$479K +13,400 New
CCM
248
Chiron Capital Management
Florida
$416K +$10.7K +300 +2%
Vontobel Holding
249
Vontobel Holding
Switzerland
$409K +$4.18K +117 +0.9%
IFA
250
Interactive Financial Advisors
Illinois
$409K +$418K +11,698 +839%