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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
351
Lebenthal Global Advisors
New York
$351K
VSAM
352
Value Star Asset Management
Hong Kong
$350K +$341K +7,000 New
S
353
SignatureFD
Georgia
$350K -$10.3K -212 -3%
ACS
354
Archford Capital Strategies
Illinois
$345K -$13.6K -278 -4%
IWN
355
Independent Wealth Network
Iowa
$342K -$32.9K -674 -9%
CT
356
Clearstead Trust
Maine
$339K
MAM
357
Madison Asset Management
Wisconsin
$337K
SAW
358
Signal Advisors Wealth
Michigan
$330K +$321K +6,588 New
LFAS
359
Level Four Advisory Services
Texas
$327K
CG
360
Caprock Group
Idaho
$327K -$5.07K -104 -2%
PPWM
361
Perissos Private Wealth Management
Oklahoma
$326K +$317K +6,506 New
WANY
362
Wealthspire Advisors (New York)
New York
$325K -$389K -7,982 -55%
Comerica Bank
363
Comerica Bank
Texas
$324K -$114K -2,343 -27%
DMIC
364
Dixon Mitchell Investment Counsel
British Columbia, Canada
$323K +$5.22K +107 +2%
KAS
365
KPP Advisory Services
Kentucky
$322K +$313K +6,420 New
US Bancorp
366
US Bancorp
Minnesota
$321K +$41.4K +848 +15%
SWA
367
SOA Wealth Advisors
New York
$317K -$14.8K -303 -5%
MSAM
368
Moloney Securities Asset Management
Missouri
$316K -$54.5K -1,118 -15%
CBA
369
Coastal Bridge Advisors
Connecticut
$312K -$36K -738 -11%
GAA
370
Global Assets Advisory
Florida
$312K +$309K +6,328 New
LFP
371
Leeward Financial Partners
Washington
$310K +$27.2K +558 +10%
FWM
372
Foguth Wealth Management
Michigan
$309K +$301K +6,168 New
PSF
373
Pacific Sun Financial
California
$309K -$28.5K -585 -9%
PWA
374
Prairie Wealth Advisors
Nebraska
$303K +$295K +6,047 New
CAM
375
Concorde Asset Management
Michigan
$301K +$97.9K +2,008 +50%