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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
326
McKinley Carter Wealth Services
West Virginia
$361K -$128K -2,879 -23%
OPW
327
Oxler Private Wealth
New York
$360K -$105K -2,361 -25%
AIM
328
ARK Investment Management
Florida
$358K -$2.18M -48,864 -84%
SHWM
329
Silicon Hills Wealth Management
Texas
$357K -$37.5K -843 -8%
BAM
330
Belpointe Asset Management
Nevada
$356K +$194K +4,351 +86%
PSP
331
Principal Street Partners
Tennessee
$352K
SWM
332
Sculati Wealth Management
Michigan
$347K +$24.5K +550 +6%
RFA
333
Resurgent Financial Advisors
Georgia
$347K +$46.4K +1,043 +13%
CF
334
Convergence Financial
Missouri
$346K +$1.11K +25 +0.3%
CA
335
Cornerstone Advisory
Maryland
$342K -$615K -13,804 -60%
MSAM
336
Moloney Securities Asset Management
Missouri
$342K -$1.87K -42 -0.5%
MA
337
MONECO Advisors
Connecticut
$341K -$63.1K -1,417 -14%
SW
338
SlateStone Wealth
Florida
$340K -$3.34K -75 -0.8%
SWM
339
SeaCrest Wealth Management
New York
$335K -$288K -6,466 -42%
TC
340
Trust Company
Kansas
$333K -$623 -14 -0.2%
Lido Advisors
341
Lido Advisors
California
$332K +$67.7K +1,521 +21%
GRP
342
Global Retirement Partners
California
$326K -$40.4K -908 -10%
HWM
343
Horizon Wealth Management
Illinois
$326K -$38.1K -855 -9%
AWA
344
Arete Wealth Advisors
Illinois
$326K +$86.9K +1,951 +29%
FHC
345
First Heartland Consultants
Missouri
$325K -$19.9K -446 -5%
US Bancorp
346
US Bancorp
Minnesota
$322K -$65.7K -1,475 -15%
KFP
347
KB Financial Partners
New Jersey
$320K
FPAS
348
Focus Partners Advisor Solutions
Missouri
$318K +$14.2K +318 +4%
SWM
349
SFG Wealth Management
Maryland
$317K +$22.3K +501 +6%
CFP
350
Curran Financial Partners
South Carolina
$316K +$26.6K +598 +8%