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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Continuum Advisory
Idaho
$90.2K -$3.42K -76 -4%
SSB
377
Sandy Spring Bank
Maryland
$88.9K
KSWA
378
Kathleen S. Wright Associates
Pennsylvania
$84.1K -$10.1K -225 -11%
CFGS
379
Concourse Financial Group Securities
Alabama
$79.6K +$404 +9 +0.5%
BBHC
380
Brown Brothers Harriman & Co
New York
$76K +$71.9K +1,600 New
SWM
381
Spire Wealth Management
Virginia
$71.2K -$36.4K -810 -35%
MCM
382
Manchester Capital Management
Vermont
$66.9K +$18K +400 +40%
CAL
383
Capital Analysts LLC
Pennsylvania
$66K -$41.3K -920 -40%
BC
384
Barrett & Company
Rhode Island
$64.7K
SIC
385
Salem Investment Counselors
North Carolina
$64.2K
HGERS
386
Householder Group Estate & Retirement Specialist
Arizona
$64K -$15.9K -354 -21%
CA
387
CoreCap Advisors
Michigan
$63.3K +$20.2K +449 +51%
WWP
388
WR Wealth Planners
Missouri
$62.5K -$3.37K -75 -5%
MM
389
Main Management
California
$62K
SIS
390
Sound Income Strategies
Florida
$58.6K -$126K -2,804 -69%
TLA
391
Tanglewood Legacy Advisors
Texas
$58K -$300K -6,681 -85%
FFO
392
Fortitude Family Office
Arizona
$52.3K
BHWM
393
Bay Harbor Wealth Management
Maryland
$51K -$21.9K -487 -31%
HFM
394
Hartford Financial Management
Connecticut
$49.9K
EWA
395
EverSource Wealth Advisors
Alabama
$49.4K -$65.9K -1,467 -59%
PGAM
396
Princeton Global Asset Management
New Jersey
$48.3K
PA
397
PSI Advisors
Florida
$47K -$5.84K -130 -12%
BLC
398
Brown, Lisle/Cummings
Rhode Island
$46.1K -$13.6K -302 -24%
NMM
399
Naples Money Management
Florida
$42.5K -$32.6K -725 -45%
CWM
400
Consultiva Wealth Management
Puerto Rico
$39.9K