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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Gladstone Institutional Advisory
Florida
$534K -$174K -3,028 -21%
MSFS
227
Main Street Financial Solutions
Pennsylvania
$533K -$34.4K -600 -5%
TIM
228
Total Investment Management
Arizona
$529K -$34K -594 -5%
RRWA
229
Rainey & Randall Wealth Advisors
Florida
$526K – – –
PWP
230
Principle Wealth Partners
Connecticut
$522K -$46.4K -810 -7%
Stephens Inc
231
Stephens Inc
Arkansas
$510K -$37.8K -660 -6%
Harbour Investments
232
Harbour Investments
Wisconsin
$510K -$98K -1,710 -14%
LGA
233
Lebenthal Global Advisors
New York
$504K – – –
CreativeOne Wealth
234
CreativeOne Wealth
Kansas
$502K +$604K +10,546 New
VCP
235
Verus Capital Partners
Arizona
$501K -$70.7K -1,234 -10%
GBWM
236
Granite Bay Wealth Management
New Hampshire
$497K -$51.6K -900 -8%
BCA
237
Bay Colony Advisors
Massachusetts
$496K +$321K +5,598 +122%
HA
238
Hanover Advisors
South Carolina
$495K -$8.48K -148 -1%
Focus Financial Network
239
Focus Financial Network
Minnesota
$491K -$155K -2,705 -21%
SWP
240
Significant Wealth Partners
Illinois
$485K +$146K +2,543 +33%
CCFM
241
Clear Creek Financial Management
Washington
$476K -$33.3K -581 -5%
Western Wealth Management
242
Western Wealth Management
Colorado
$453K -$68.6K -1,197 -11%
AIM
243
Advyzon Investment Management
Illinois
$451K -$29.7K -519 -5%
BFA
244
Beacon Financial Advisory
Ohio
$450K +$74.4K +1,299 +16%
SC
245
Sierra Capital
Florida
$449K -$253K -4,419 -32%
SP
246
Stablepoint Partners
Massachusetts
$440K -$726K -12,664 -58%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$436K -$119K -2,080 -18%
HB Wealth Management
248
HB Wealth Management
Georgia
$433K +$20.9K +365 +4%
SIAG
249
Safeguard Investment Advisory Group
California
$431K -$61.7K -1,076 -11%
BA
250
Ballew Advisors
Mississippi
$419K +$4.36K +76 +0.8%