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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSCA
426
South Shore Capital Advisors
Massachusetts
$514K +$12.8K +106 +2%
PIA
427
Powell Investment Advisors
Florida
$513K +$232K +1,930 +71%
SEIA
428
Signature Estate & Investment Advisors
California
$509K +$602 +5 +0.1%
LWM
429
Laidlaw Wealth Management
New York
$507K -$53.8K -447 -9%
D
430
Diversified
Delaware
$505K -$47.7K -396 -8%
QFA
431
Quattro Financial Advisors
Texas
$505K
IA
432
IFG Advisory
Georgia
$501K +$165K +1,374 +44%
UAS
433
United Asset Strategies
New York
$494K -$3.61K -30 -0.7%
ESB
434
Essex Savings Bank
Connecticut
$493K
VFA
435
Valeo Financial Advisors
Indiana
$492K -$209K -1,740 -28%
SBIA
436
Sheaff Brock Investment Advisors
Indiana
$488K -$61.4K -510 -10%
CHAM
437
Clear Harbor Asset Management
Connecticut
$488K +$531K +4,412 New
IWP
438
Icon Wealth Partners
Texas
$487K -$193K -1,600 -27%
Principal Financial Group
439
Principal Financial Group
Iowa
$485K -$24.3K -202 -4%
WIA
440
World Investment Advisors
California
$484K +$7.95K +66 +2%
CAL
441
Capital Advisors Ltd
Ohio
$482K +$24.1K +200 +5%
EHPM
442
Emery Howard Portfolio Management
California
$480K +$51.6K +429 +11%
LFF
443
Level Four Financial
Texas
$479K -$118K -983 -18%
AL
444
ACAS LLC
California
$475K +$3.01K +25 +0.6%
KeyBank National Association
445
KeyBank National Association
Ohio
$469K -$283K -2,355 -36%
QA
446
Quantitative Advantage
Minnesota
$466K +$30.8K +256 +6%
DIM
447
Delta Investment Management
California
$465K +$33.3K +277 +7%
CAM
448
Concorde Asset Management
Michigan
$463K -$352K -2,923 -41%
SFA
449
Sequoia Financial Advisors
Ohio
$461K -$2.81M -23,338 -85%
VAS
450
Vestmark Advisory Solutions
Massachusetts
$460K -$30.5K -253 -6%