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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
SFG Wealth Management
Maryland
$844K +$975K +8,927 New
UBV
377
United Bank (Virginia)
Virginia
$841K
ARIS
378
Advanced Research Investment Solutions
California
$841K +$972K +8,900 New
LWP
379
Legacy Wealth Planning
Nevada
$840K -$137K -1,254 -12%
CPO
380
Cerity Partners OCIO
New York
$821K +$38.2K +350 +4%
CBT
381
CoreFirst Bank & Trust
Kansas
$821K +$342K +3,128 +56%
SG
382
Somerset Group
Minnesota
$820K
MWM
383
Meridian Wealth Management
Kentucky
$806K -$120K -1,097 -11%
LGA
384
Lebenthal Global Advisors
New York
$799K -$4.82M -44,192 -84%
MPCG
385
Matrix Private Capital Group
New York
$799K -$206K -1,890 -18%
AFAS
386
Acorn Financial Advisory Services
Virginia
$795K +$50K +458 +6%
YWS
387
Yarger Wealth Strategies
Ohio
$787K +$908K +8,315 New
BJL
388
Brighton Jones LLC
Washington
$764K +$210K +1,928 +31%
AA
389
ACT Advisors
North Carolina
$757K -$191K -1,751 -18%
EVM
390
Eaton Vance Management
Massachusetts
$756K +$546 +5 +0.1%
FP
391
Financial Perspectives
Minnesota
$751K -$452K -4,142 -34%
RWP
392
Revolve Wealth Partners
New Jersey
$749K +$865K +7,922 New
Northern Trust
393
Northern Trust
Illinois
$743K -$181K -1,662 -17%
DA
394
Doliver Advisors
Texas
$740K +$877K +8,034 +375%
BSW
395
Buckingham Strategic Wealth
Missouri
$724K -$211K -1,931 -20%
SDH
396
Sloy Dahl & Holst
Washington
$721K
AIA
397
Alera Investment Advisors
Illinois
$720K +$2.18K +20 +0.3%
JGC
398
J. Goldman & Co
New York
$709K +$819K +7,500 New
SWP
399
Summit Wealth Partners
Florida
$700K -$328K -3,000 -29%
WCP
400
Wick Capital Partners
Pennsylvania
$692K +$799K +7,317 New