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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
251
Phillips Wealth Planners
Mississippi
$475K -$17.1K -230 -4%
CT
252
Clearstead Trust
Maine
$475K
P
253
&Partners
Tennessee
$472K -$150K -2,021 -22%
HWM
254
HB Wealth Management
Georgia
$471K -$144K -1,946 -22%
CCFM
255
Clear Creek Financial Management
Washington
$470K -$77.2K -1,040 -13%
Focus Partners Wealth
256
Focus Partners Wealth
Massachusetts
$468K +$101K +1,364 +25%
CA
257
Clearstead Advisors
Ohio
$466K +$149K +2,015 +41%
XF
258
XML Financial
Maryland
$458K
OC
259
Oppenheimer & Co
New York
$454K -$1.48K -20 -0.3%
ACA
260
Aptus Capital Advisors
Alabama
$453K -$505K -6,805 -50%
Ameriprise
261
Ameriprise
Minnesota
$453K -$225K -3,030 -31%
TIM
262
Total Investment Management
Arizona
$452K
RA
263
RFG Advisory
Alabama
$450K -$35K -472 -7%
AFA
264
American Financial Advisors
Georgia
$448K -$16.9K -228 -3%
PPC
265
Pennington Partners & Co
Maryland
$445K +$489K +6,589 New
S
266
SignatureFD
Georgia
$445K -$5.04K -68 -1%
CG
267
Caprock Group
Idaho
$444K -$25.5K -344 -5%
FPAS
268
Focus Partners Advisor Solutions
Missouri
$443K -$45.2K -609 -9%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$443K +$34.7K +468 +8%
AWM
270
Apollon Wealth Management
South Carolina
$440K -$25.9K -349 -5%
LFG
271
Larson Financial Group
Missouri
$440K -$2.23K -30 -0.5%
PAS
272
Park Avenue Securities
New York
$434K +$102K +1,380 +27%
IA
273
IFP Advisors
Florida
$433K -$55.1K -743 -10%
GWP
274
Gateway Wealth Partners
Wisconsin
$431K +$213K +2,875 +82%
MAM
275
Milestone Asset Management
Pennsylvania
$427K -$124K -1,674 -21%