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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
326
Seven Mile Advisory
New Jersey
$349K -$1.68K -22 -0.5%
LWA
327
Legacy Wealth Advisors
Florida
$343K – – –
BJL
328
Brighton Jones LLC
Washington
$341K +$8.41K +110 +3%
GWANC
329
Guardian Wealth Advisors (North Carolina)
North Carolina
$341K – – –
SPWG
330
Syntegra Private Wealth Group
Missouri
$340K -$48.3K -632 -13%
JSSH
331
J. Safra Sarasin Holding
$340K +$321K +4,203 New
MCM
332
MAI Capital Management
Ohio
$338K +$68.7K +898 +27%
MGIA
333
Moneta Group Investment Advisors
Missouri
$337K -$11.2K -146 -3%
QWM
334
Quadcap Wealth Management
Texas
$336K -$16.8K -220 -5%
SAM
335
Silvercrest Asset Management
New York
$336K – – –
CF
336
Centaurus Financial
California
$335K -$6.88K -90 -2%
MWM
337
Modern Wealth Management
Kansas
$334K +$22.6K +295 +8%
KF
338
Krilogy Financial
Missouri
$334K – – –
WS
339
Wedbush Securities
California
$333K -$165K -2,156 -34%
OAS
340
Optivise Advisory Services
Tennessee
$330K -$3.06K -40 -1%
WAAG
341
Wealth Alliance Advisory Group
Kansas
$330K – – –
OFS
342
OneAscent Financial Services
Alabama
$329K +$9.48K +124 +3%
HAG
343
HighPoint Advisor Group
Illinois
$326K -$14.3K -187 -4%
PA
344
Parallel Advisors
California
$325K +$841 +11 +0.3%
PCIA
345
Prime Capital Investment Advisors
Kansas
$324K +$994 +13 +0.3%
KCIC
346
Kuhn & Co Investment Counsel
Illinois
$323K – – –
Vontobel Holding
347
Vontobel Holding
Switzerland
$323K -$5.74K -75 -2%
SWIG
348
Strategic Wealth Investment Group
Kentucky
$323K -$1.46M -19,125 -83%
HAS
349
HBW Advisory Services
California
$321K -$62.8K -821 -17%
OPW
350
Oxler Private Wealth
New York
$320K -$9.48K -124 -3%