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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
376
DHK Financial Advisors
New Hampshire
$213K +$237K +5,367 New
FBFS
377
First Business Financial Services
Wisconsin
$213K +$236K +5,364 New
TI
378
Trexquant Investment
Connecticut
$212K -$340K -7,718 -59%
GSB
379
Greenfield Savings Bank
Massachusetts
$212K -$9.04K -205 -4%
SPWG
380
Syntegra Private Wealth Group
Missouri
$210K -$573 -13 -0.2%
SWP
381
Summit Wealth Partners
Florida
$208K +$232K +5,253 New
WP
382
WealthSource Partners
California
$208K
BAG
383
Bridgewealth Advisory Group
California
$208K
IAN
384
Integrated Advisors Network
Texas
$206K +$229K +5,200 New
DIM
385
Delta Investment Management
California
$205K +$25.2K +572 +12%
SA
386
Sunesis Advisors
Kansas
$203K +$225K +5,112 New
SPI
387
Santori & Peters Inc
Pennsylvania
$202K -$3.31K -75 -1%
WAAG
388
Wealth Alliance Advisory Group
Kansas
$201K +$5.38K +122 +2%
GRP
389
Global Retirement Partners
California
$201K -$16.7K -379 -7%
SWP
390
Semus Wealth Partners
Florida
$201K -$2.12K -48 -0.9%
MTIM
391
Marathon Trading Investment Management
Pennsylvania
$200K +$223K +5,052 New
TSWM
392
Tyler-Stone Wealth Management
Ohio
$197K -$1.46K -33 -0.7%
VF
393
VitalStone Financial
Texas
$196K -$86.4K -1,959 -28%
CT
394
Clearstead Trust
Maine
$195K +$79.6K +1,805 +58%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$195K -$334K -7,576 -61%
CIAS
396
Capital Investment Advisory Services
North Carolina
$187K +$3.79K +86 +2%
US Bancorp
397
US Bancorp
Minnesota
$175K -$63.9K -1,450 -25%
PWA
398
Provenance Wealth Advisors
Florida
$170K +$188K +4,274 New
OP
399
ORG Partners
Indiana
$169K -$8.86K -201 -4%
BC
400
Barrett & Company
Rhode Island
$168K -$14.8K -335 -7%