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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
276
Phillips Wealth Planners
Mississippi
$476K -$5.28K -69 -1%
NWA
277
Navis Wealth Advisors
New York
$467K -$20.6K -270 -4%
MAM
278
Milestone Asset Management
Pennsylvania
$464K -$44.3K -579 -9%
AFAS
279
Acorn Financial Advisory Services
Virginia
$463K +$1.61K +21 +0.4%
WA
280
Whipplewood Advisors
Colorado
$463K -$2.75M -35,950 -86%
SIAG
281
Safeguard Investment Advisory Group
California
$461K -$22.6K -296 -5%
SFS
282
Sowell Financial Services
Arkansas
$461K +$436K +5,702 New
NFSG
283
Newbridge Financial Services Group
Florida
$458K -$370K -4,834 -46%
Betterment LLC
284
Betterment LLC
New York
$457K +$28.6K +374 +7%
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$457K -$97.3K -1,272 -18%
PS
286
Principal Securities
Iowa
$456K -$113K -1,479 -21%
MG
287
Marex Group
$456K +$431K +5,642 New
TIM
288
Total Investment Management
Arizona
$451K -$26.8K -350 -5%
PFPG
289
Pinnacle Financial Partners (Georgia)
Georgia
$451K +$427K +5,581 New
FFN
290
Focus Financial Network
Minnesota
$451K -$6.35K -83 -1%
FHC
291
First Heartland Consultants
Missouri
$441K -$459K -6,003 -52%
KFAS
292
Keating Financial Advisory Services
Kansas
$440K -$64.5K -843 -13%
SFG
293
Sovereign Financial Group
Connecticut
$434K +$3.82K +50 +0.9%
GAA
294
Global Assets Advisory
Florida
$419K -$3.44K -45 -0.9%
TCM
295
Triumph Capital Management
Colorado
$416K -$39.2K -512 -9%
VWM
296
Vigil Wealth Management
Florida
$415K – – –
RA
297
RFG Advisory
Alabama
$409K -$122K -1,600 -24%
CF
298
Carlson Financial
Oregon
$409K -$7.42K -97 -2%
IIA
299
IPG Investment Advisors
California
$407K -$24.1K -315 -6%
BCA
300
Bay Colony Advisors
Massachusetts
$405K +$10.6K +139 +3%