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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
401
Rothschild Investment LLC
Illinois
$192K
MIM
402
Marshall Investment Management
Colorado
$186K +$594 +8 +0.3%
FMP
403
Financial Management Professionals
Texas
$164K
US Bancorp
404
US Bancorp
Minnesota
$149K -$5.19K -70 -3%
LWCFA
405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$148K -$7.64K -103 -5%
NEWAS
406
N.E.W. Advisory Services
Wisconsin
$145K
WA
407
WPG Advisers
Maryland
$133K -$13.4K -180 -8%
TPWA
408
Twin Peaks Wealth Advisors
California
$121K +$133K +1,797 New
AC
409
AlphaCore Capital
California
$121K +$13.1K +177 +11%
AGA
410
Arkos Global Advisors
Texas
$121K +$132K +1,783 New
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$120K +$80.6K +1,087 +158%
OFG
412
Oxford Financial Group
Indiana
$118K -$111K -1,502 -46%
AWM
413
Activest Wealth Management
Florida
$117K +$2.97K +40 +2%
Franklin Resources
414
Franklin Resources
California
$107K +$7.05K +95 +6%
LCA
415
Legend Capital Advisors
New York
$95.9K +$105K +1,419 New
MSWA
416
Marshall & Sterling Wealth Advisors
New York
$94.3K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$92.9K -$16.7K -225 -14%
AUB
418
Atlantic Union Bankshares
Virginia
$92.8K -$2.52K -34 -2%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$90.7K
BCM
420
Boreal Capital Management
Florida
$87.3K +$95.9K +1,292 New
FP
421
Financial Perspectives
Minnesota
$84.6K +$74 +1 +0.1%
CWM
422
Copia Wealth Management
Oregon
$84.5K +$4.75K +64 +5%
SWM
423
Spire Wealth Management
Virginia
$84.3K -$6.83K -92 -7%
BC
424
Barrett & Company
Rhode Island
$83.2K
TLA
425
Tanglewood Legacy Advisors
Texas
$82.5K