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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Clarus Wealth Advisors
Arizona
$697K -$34.5K -643 -5%
CP
227
Castleview Partners
Texas
$697K +$28.4K +530 +5%
BRWM
228
Blue Rock Wealth Management
North Carolina
$694K +$655K +12,229 New
DADC
229
D.A. Davidson & Co
Montana
$687K -$3.43K -64 -0.5%
CIA
230
Concurrent Investment Advisors
Florida
$687K +$81.4K +1,519 +14%
EF
231
Empirical Finance
Pennsylvania
$684K +$645K +12,044 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$681K -$80.5K -1,502 -11%
AWA
233
Arkadios Wealth Advisors
Georgia
$679K -$35.8K -669 -5%
MSFS
234
Main Street Financial Solutions
Pennsylvania
$670K +$36.7K +685 +6%
PWP
235
Principle Wealth Partners
Connecticut
$668K -$33.1K -617 -5%
VCP
236
Verus Capital Partners
Arizona
$667K +$9.43K +176 +2%
TIM
237
Total Investment Management
Arizona
$665K -$71.1M -1,326,921 -99%
SA
238
Sovran Advisors
California
$660K +$627K +11,694 New
SI
239
Stephens Inc
Arkansas
$646K -$28.2K -526 -4%
Pathstone Holdings
240
Pathstone Holdings
New Jersey
$645K -$1.61K -30 -0.3%
GBWM
241
Granite Bay Wealth Management
New Hampshire
$644K -$130K -2,431 -18%
IA
242
Intellus Advisors
Florida
$638K +$603K +11,247 New
BW
243
Bison Wealth
Georgia
$636K -$213K -3,972 -26%
RRWA
244
Rainey & Randall Wealth Advisors
Florida
$628K
SIAS
245
Summit Investment Advisory Services
Minnesota
$609K +$22.7K +424 +4%
WWM
246
Western Wealth Management
Colorado
$608K -$17.7K -330 -3%
LGA
247
Lebenthal Global Advisors
New York
$602K +$6.43K +120 +1%
CCFM
248
Clear Creek Financial Management
Washington
$601K -$207K -3,857 -27%
HA
249
Hanover Advisors
South Carolina
$599K -$17.3K -323 -3%
KV
250
Kickstand Ventures
New York
$596K -$39.2K -731 -7%