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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
226
Biltmore Family Office
North Carolina
$776K
SA
227
Strategic Advisors
New York
$773K -$133K -2,728 -15%
Koshinski Asset Management
228
Koshinski Asset Management
Illinois
$762K -$391K -8,007 -34%
WE
229
Wealth Effects
Massachusetts
$744K -$38.5K -790 -5%
HI
230
Harbour Investments
Wisconsin
$743K +$79.8K +1,636 +12%
AWA
231
Arkadios Wealth Advisors
Georgia
$737K -$237K -4,853 -25%
IA
232
IFP Advisors
Florida
$733K -$790K -16,200 -53%
JIP
233
Jaffetilchin Investment Partners
Florida
$726K +$13.5K +277 +2%
AGA
234
Arkos Global Advisors
Texas
$721K +$277K +5,679 +65%
CPIG
235
Chicago Partners Investment Group
Illinois
$719K -$503K -10,306 -39%
GIA
236
Guyasuta Investment Advisors
Pennsylvania
$716K
CCFM
237
Clear Creek Financial Management
Washington
$710K +$6.92K +142 +1%
SWM
238
Sanctuary Wealth Management
Idaho
$705K -$222K -4,547 -24%
BCM
239
BluePointe Capital Management
California
$695K -$25.1K -514 -4%
SC
240
Sierra Capital
Florida
$694K
IFA
241
Interactive Financial Advisors
Illinois
$693K +$117K +2,404 +21%
HFA
242
Highland Financial Advisors
New Jersey
$692K -$191K -3,922 -22%
AWM
243
Avior Wealth Management
Nebraska
$691K +$58.4K +1,198 +10%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$689K -$107K -2,203 -14%
PWM
245
Perigon Wealth Management
California
$688K -$45.6K -935 -6%
TWM
246
Tradition Wealth Management
Minnesota
$683K +$35.4K +725 +6%
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$681K +$41.6K +853 +7%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$679K -$258K -5,281 -28%
WWM
249
Western Wealth Management
Colorado
$678K -$78.2K -1,603 -11%
IAN
250
Integrated Advisors Network
Texas
$678K +$101K +2,062 +18%