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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
401
Wealth Preservation Advisors
Tennessee
$49K +$59K +1,030 New
T
402
Transce3nd
Texas
$47.8K -$31.9K -557 -36%
SHF
403
Safe Harbor Fiduciary
Florida
$47.6K +$57.3K +1,000 New
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$47.1K – – –
PSFG
405
Park Square Financial Group
Georgia
$44.7K -$5.73K -100 -10%
AWM
406
Activest Wealth Management
Florida
$44.6K -$53.1K -926 -50%
OWA
407
Opal Wealth Advisors
New York
$44.4K +$53.5K +933 New
GA
408
GoalVest Advisory
New York
$43.8K +$17.2K +300 +48%
PGAM
409
Princeton Global Asset Management
New Jersey
$43.5K -$5.84K -102 -10%
GK
410
Graney & King
New York
$40.7K -$12.1K -212 -20%
WCM
411
Winthrop Capital Management
Indiana
$36K – – –
MCM
412
Manchester Capital Management
Vermont
$35.8K – – –
CoreCap Advisors
413
CoreCap Advisors
Michigan
$34.1K -$22.3K -389 -35%
CFD
414
Creative Financial Designs
Indiana
$34.1K +$745 +13 +2%
GWSG
415
GPS Wealth Strategies Group
Colorado
$33.8K – – –
Montag & Associates
416
Montag & Associates
Georgia
$32.7K – – –
MMCM
417
Murphy & Mullick Capital Management
New York
$31.9K – – –
Mather Group
418
Mather Group
Illinois
$31.3K – – –
PMFA
419
Plante Moran Financial Advisors
Michigan
$29.9K -$1.38K -24 -4%
IWP
420
IAG Wealth Partners
Wisconsin
$29.8K – – –
PWMG
421
Prestige Wealth Management Group
New Jersey
$29.7K – – –
CIA
422
Cape Investment Advisory
Georgia
$28.5K -$1.38K -24 -4%
SW
423
SVB Wealth
Massachusetts
$28.4K +$34.2K +596 New
BA
424
Bellwether Advisors
Nebraska
$24.7K – – –
DAM
425
Delta Asset Management
Tennessee
$22.8K – – –