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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
351
Glassman Wealth Services
Virginia
$61K +$3K +35 +6%
PWMG
352
Prestige Wealth Management Group
New Jersey
$58K – – –
Valeo Financial Advisors
353
Valeo Financial Advisors
Indiana
$54K +$10.4K +121 +26%
CFD
354
Creative Financial Designs
Indiana
$46K – – –
CP
355
Corbenic Partners
Pennsylvania
$46K +$42.8K +500 New
O'Shaughnessy Asset Management
356
O'Shaughnessy Asset Management
Connecticut
$46K +$42.8K +500 New
PAI
357
Pittenger & Anderson Inc
Nebraska
$45K – – –
Washington Trust
358
Washington Trust
Rhode Island
$44K – – –
Bogart Wealth LLC
359
Bogart Wealth LLC
Virginia
$42K +$39.7K +464 New
SFPG
360
Stonebridge Financial Planning Group
Florida
$38K +$31.7K +370 New
Avior Wealth Management
361
Avior Wealth Management
Nebraska
$32K +$25.7K +300 +600%
HCM
362
Highlander Capital Management
New Jersey
$28K +$25.7K +300 New
FP
363
Financial Perspectives
Minnesota
$22.6K +$21.1K +246 New
CFG
364
Capstone Financial Group
Oklahoma
$22K +$19.3K +226 New
BFC
365
Bedel Financial Consulting
Indiana
$20K – – –
FCA
366
FinTrust Capital Advisors
South Carolina
$20K +$18.7K +218 New
IBOK
367
Independence Bank of Kentucky
Kentucky
$19K +$18K +210 New
ICM
368
Islay Capital Management
Texas
$18K +$8.56K +100 +100%
TFA
369
Toth Financial Advisory
Virginia
$18K +$17.1K +200 New
CAL
370
Capital Advisors Ltd
Ohio
$17K – – –
JCM
371
Jacobi Capital Management
Pennsylvania
$17K – – –
TPWA
372
TRUE Private Wealth Advisors
Oregon
$17K +$10.2K +119 +163%
Bartlett & Co
373
Bartlett & Co
Ohio
$17K +$15.4K +180 New
POIA
374
Pin Oak Investment Advisors
Texas
$17K +$15.4K +180 New
Bartlett & Co Wealth Management
375
Bartlett & Co Wealth Management
Ohio
$16.6K +$15.4K +180 New