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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
CarsonAllaria Wealth Management
Illinois
$301K +$4.97K +67 +2%
AWM
327
Adams Wealth Management
Utah
$300K – – –
CI
328
CacheTech Inc
Utah
$300K – – –
QWM
329
Quadcap Wealth Management
Texas
$296K -$2.52K -34 -0.8%
HFRG
330
Houlihan Financial Resource Group
Virginia
$296K – – –
MAMG
331
Milestone Asset Management Group
Connecticut
$294K – – –
SMA
332
Seven Mile Advisory
New Jersey
$293K – – –
Moneta Group Investment Advisors
333
Moneta Group Investment Advisors
Missouri
$292K -$964 -13 -0.3%
Waverly Advisors
334
Waverly Advisors
Alabama
$290K +$8.75K +118 +3%
Cerity Partners
335
Cerity Partners
New York
$288K -$317K -4,274 -50%
LWA
336
Legacy Wealth Advisors
Florida
$287K – – –
CF
337
Centaurus Financial
California
$286K -$23.4K -316 -7%
HighPoint Advisor Group
338
HighPoint Advisor Group
Illinois
$286K +$21.2K +286 +7%
GWANC
339
Guardian Wealth Advisors (North Carolina)
North Carolina
$285K -$32.9K -443 -10%
Silvercrest Asset Management
340
Silvercrest Asset Management
New York
$281K – – –
Atomi Financial Group
341
Atomi Financial Group
New York
$279K +$23.4K +315 +8%
OAS
342
Optivise Advisory Services
Tennessee
$279K -$10.1K -136 -3%
Brighton Jones LLC
343
Brighton Jones LLC
Washington
$278K +$305K +4,108 New
WAAG
344
Wealth Alliance Advisory Group
Kansas
$276K – – –
OPW
345
Oxler Private Wealth
New York
$276K -$29.6K -399 -9%
Vontobel Holding
346
Vontobel Holding
Switzerland
$275K -$635K -8,563 -68%
Parallel Advisors
347
Parallel Advisors
California
$271K -$18.5K -250 -6%
KCIC
348
Kuhn & Co Investment Counsel
Illinois
$270K – – –
Prime Capital Investment Advisors
349
Prime Capital Investment Advisors
Kansas
$270K +$14.2K +191 +5%
Davenport & Co
350
Davenport & Co
Virginia
$270K +$296K +3,992 New