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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
301
Outlook Wealth Advisors
Texas
$1.72M +$1.94M +14,367 New
MGIA
302
Moneta Group Investment Advisors
Missouri
$1.72M +$1.94M +14,339 New
NL
303
NWAM LLC
Washington
$1.7M -$1.08M -7,998 -36%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$1.69M +$186K +1,376 +11%
FPGK
305
Financial Partners Group (Kansas)
Kansas
$1.67M +$1.55M +11,479 +465%
FAM
306
Flaharty Asset Management
Florida
$1.66M +$644K +4,756 +52%
EFS
307
Essex Financial Services
Connecticut
$1.64M +$730K +5,394 +65%
SSCA
308
South Shore Capital Advisors
Massachusetts
$1.63M +$1.01M +7,476 +122%
TCOV
309
Trust Company of Vermont
Vermont
$1.63M +$302K +2,233 +20%
AssetMark Inc
310
AssetMark Inc
California
$1.62M +$253K +1,870 +16%
Northern Trust
311
Northern Trust
Illinois
$1.61M +$738K +5,455 +68%
MTIM
312
Marathon Trading Investment Management
Pennsylvania
$1.6M +$1.81M +13,350 New
REMPR
313
Roof Eidam Maycock Peralta (REMP)
California
$1.6M +$177K +1,311 +11%
AIP
314
Almanack Investment Partners
Pennsylvania
$1.59M +$6.5K +48 +0.4%
GLA
315
Good Life Advisors
Pennsylvania
$1.58M +$1.52M +11,255 +571%
LFA
316
Legend Financial Advisors
Pennsylvania
$1.55M -$20M -147,549 -92%
AF
317
Apexium Financial
Texas
$1.51M +$54.7K +404 +3%
SWM
318
SeaCrest Wealth Management
New York
$1.51M +$1.27M +9,415 +297%
LS
319
Leelyn Smith
Illinois
$1.5M +$1.66M +12,300 +7,029%
TFA
320
Teamwork Financial Advisors
Texas
$1.49M -$44.2K -327 -3%
GIA
321
Gladstone Institutional Advisory
Florida
$1.47M +$406K +3,000 +33%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$1.47M -$280K -2,066 -14%
William Blair & Company
323
William Blair & Company
Illinois
$1.45M -$29K -214 -2%
RA
324
Resolute Advisors
California
$1.45M +$1.97M +14,550 New
AFM
325
Andesa Financial Management
Pennsylvania
$1.44M -$456K -3,371 -22%